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 | $83,433 | $162,322-48.6% | $135,903-38.6% | - |
| Participation rate | 86.9% | 71.5%+15.3pp | 81.9%+5.0pp | - |
| Annual return | 14.02% | 15.15%-1.1pp | 68.23%-54.2pp | - |
| Employer contribution / active EE | $2,066 | $3,400-39.2% | $4,856-57.5% | - |
| Participant deferral / active EE | $6,655 | $5,722+16.3% | $7,758-14.2% | - |
| Admin fee / account holder | $2,815 | $23,877-88.2% | $10,762-73.8% | - |