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 | $100,272 | $96,965+3.4% | $97,995+2.3% | $147,584-32.1% |
| Participation rate | 81.8% | 83.6%-1.8pp | 82.4%-0.6pp | 82.8%-1.0pp |
| Annual return | 15.59% | 24.11%-8.5pp | 23.94%-8.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,535 | $4,536-66.2% | $4,158-63.1% | $4,876-68.5% |
| Participant deferral / active EE | $6,147 | $5,081+21.0% | $5,097+20.6% | $5,439+13.0% |
| Admin fee / account holder | $5,365 | $8,120-33.9% | $5,943-9.7% | $10,885-50.7% |