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 | $116,996 | $106,584+9.8% | $101,326+15.5% | $142,382-17.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 14.24% | 36.93%-22.7pp | 36.82%-22.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $9,106 | $3,956+130.2% | $3,665+148.4% | $4,299+111.8% |
| Participant deferral / active EE | $5,362 | $8,297-35.4% | $7,994-32.9% | $6,507-17.6% |
| Admin fee / account holder | $910 | $11,446-92.1% | $11,185-91.9% | $12,624-92.8% |