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 | $79,851 | $60,022+33.0% | $88,946-10.2% | $84,808-5.8% |
| Participation rate | 76.0% | 57.8%+18.2pp | 68.8%+7.2pp | 68.3%+7.7pp |
| Annual return | 15.92% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $742 | $1,703-56.4% | $2,555-71.0% | $2,631-71.8% |
| Participant deferral / active EE | $3,157 | $3,114+1.4% | $4,581-31.1% | $4,212-25.1% |
| Admin fee / account holder | $15,424 | $4,811+220.6% | $8,261+86.7% | $7,344+110.0% |