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 | $84,274 | $79,944+5.4% | $98,439-14.4% | $75,163+12.1% |
| Participation rate | 70.7% | 70.4%+0.3pp | 75.2%-4.5pp | 67.2%+3.5pp |
| Annual return | 16.10% | 19.75%-3.6pp | 21.16%-5.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,770 | $2,264-21.8% | $3,048-41.9% | $2,670-33.7% |
| Participant deferral / active EE | $3,779 | $3,752+0.7% | $4,738-20.2% | $4,125-8.4% |
| Admin fee / account holder | $5,667 | $6,840-17.1% | $8,948-36.7% | $5,651+0.3% |