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 | $97,103 | $74,927+29.6% | $101,794-4.6% | $84,808+14.5% |
| Participation rate | 78.9% | 61.4%+17.5pp | 69.2%+9.8pp | 68.3%+10.6pp |
| Annual return | 12.84% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $701 | $1,522-54.0% | $2,289-69.4% | $2,631-73.4% |
| Participant deferral / active EE | $6,136 | $3,099+98.0% | $4,084+50.3% | $4,212+45.7% |
| Admin fee / account holder | $19,057 | $6,514+192.6% | $8,777+117.1% | $7,344+159.5% |