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 | $80,364 | $96,484-16.7% | $75,886+5.9% | $152,861-47.4% |
| Participation rate | 78.3% | 76.2%+2.1pp | 69.3%+9.0pp | 82.4%-4.2pp |
| Annual return | 16.48% | 33.98%-17.5pp | 30.76%-14.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,535 | $3,309-53.6% | $2,500-38.6% | $4,762-67.8% |
| Participant deferral / active EE | $3,633 | $4,553-20.2% | $3,603+0.8% | $5,850-37.9% |
| Admin fee / account holder | $1,676 | $8,078-79.3% | $5,418-69.1% | $11,596-85.5% |