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 | $81,813 | $123,793-33.9% | $177,821-54.0% | $79,858+2.4% |
| Participation rate | 83.3% | 84.7%-1.3pp | 87.7%-4.4pp | 69.6%+13.7pp |
| Annual return | 15.15% | 22.82%-7.7pp | 48.32%-33.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,941 | $4,095-52.6% | $5,918-67.2% | $2,471-21.4% |
| Participant deferral / active EE | $3,749 | $5,956-37.1% | $7,714-51.4% | $3,740+0.3% |
| Admin fee / account holder | $5,850 | $7,243-19.2% | $12,427-52.9% | $5,306+10.3% |