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 | $102,187 | $99,341+2.9% | $84,750+20.6% | $273,961-62.7% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 5.47% | 22.93%-17.5pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,634 | $4,214-37.5% | $3,574-26.3% | $4,869-45.9% |
| Participant deferral / active EE | $6,148 | $4,269+44.0% | $3,712+65.6% | $5,287+16.3% |
| Admin fee / account holder | $11,548 | $6,644+73.8% | $5,332+116.6% | $10,132+14.0% |