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 | $102,495 | $86,929+17.9% | $102,423+0.1% | $80,856+26.8% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 20.13% | 18.88%+1.2pp | 29.32%-9.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,333 | $2,369-43.7% | $3,023-55.9% | $2,755-51.6% |
| Participant deferral / active EE | $7,106 | $4,118+72.5% | $5,053+40.6% | $4,296+65.4% |
| Admin fee / account holder | $1,290 | $8,049-84.0% | $9,451-86.4% | $6,918-81.4% |