See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,414 | $106,515+2.7% | $96,683+13.2% | $139,434-21.5% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 15.99% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,282 | $4,103-44.4% | $3,737-38.9% | $4,751-52.0% |
| Participant deferral / active EE | $8,397 | $5,454+54.0% | $4,878+72.1% | $6,710+25.1% |
| Admin fee / account holder | $1,410 | $7,877-82.1% | $6,730-79.1% | $11,403-87.6% |