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 | $94,513 | $95,416-0.9% | $185,823-49.1% | $85,850+10.1% |
| Participation rate | 87.9% | 68.8%+19.2pp | 81.7%+6.2pp | 69.3%+18.6pp |
| Annual return | 12.90% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,578 | $3,314-22.2% | $5,167-50.1% | $2,565+0.5% |
| Participant deferral / active EE | $5,811 | $3,423+69.8% | $5,568+4.4% | $3,952+47.1% |
| Admin fee / account holder | $7,076 | $7,213-1.9% | $16,237-56.4% | $6,260+13.0% |