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 3-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 | $104,604 | $138,347-24.4% | $184,203-43.2% | $80,856+29.4% |
| Participation rate | 90.2% | 83.9%+6.3pp | 86.8%+3.4pp | 67.6%+22.6pp |
| Annual return | 16.29% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,389 | $4,850-50.8% | $6,427-62.8% | $2,755-13.3% |
| Participant deferral / active EE | $5,421 | $7,071-23.3% | $9,131-40.6% | $4,296+26.2% |
| Admin fee / account holder | $1,861 | $10,483-82.2% | $13,901-86.6% | $6,918-73.1% |