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 | $96,130 | $95,803+0.3% | $113,168-15.1% | $84,808+13.4% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 18.02% | 25.00%-7.0pp | 24.27%-6.2pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,970 | $2,360+25.8% | $2,975-0.2% | $2,631+12.9% |
| Participant deferral / active EE | $2,001 | $4,242-52.8% | $5,107-60.8% | $4,212-52.5% |
| Admin fee / account holder | $7,899 | $8,989-12.1% | $12,068-34.5% | $7,344+7.6% |