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 | $91,359 | $109,413-16.5% | $156,263-41.5% | $84,808+7.7% |
| Participation rate | 78.8% | 72.7%+6.1pp | 78.9%-0.1pp | 68.3%+10.5pp |
| Annual return | 17.49% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,150 | $2,907-26.0% | $4,333-50.4% | $2,631-18.3% |
| Participant deferral / active EE | $4,107 | $4,590-10.5% | $6,158-33.3% | $4,212-2.5% |
| Admin fee / account holder | $4,854 | $9,357-48.1% | $14,255-66.0% | $7,344-33.9% |