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 | $102,068 | $215,361-52.6% | $171,082-40.3% | $273,961-62.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 6.30% | 25.14%-18.8pp | 32.56%-26.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,372 | $4,967-52.2% | $4,002-40.7% | $4,869-51.3% |
| Participant deferral / active EE | $11,858 | $5,543+113.9% | $4,797+147.2% | $5,287+124.3% |
| Admin fee / account holder | $457 | $10,846-95.8% | $8,520-94.6% | $10,132-95.5% |