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 | $96,542 | $95,803+0.8% | $113,168-14.7% | $84,808+13.8% |
| Participation rate | 95.1% | 72.9%+22.3pp | 76.6%+18.6pp | 68.3%+26.8pp |
| Annual return | 17.25% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,950 | $2,360+25.0% | $2,975-0.9% | $2,631+12.1% |
| Participant deferral / active EE | $7,407 | $4,242+74.6% | $5,107+45.0% | $4,212+75.9% |
| Admin fee / account holder | $5,367 | $8,989-40.3% | $12,068-55.5% | $7,344-26.9% |