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 | $92,453 | $83,477+10.8% | $125,175-26.1% | $72,985+26.7% |
| Participation rate | 98.4% | 73.3%+25.1pp | 79.8%+18.7pp | 69.5%+29.0pp |
| Annual return | 22.06% | 25.78%-3.7pp | 43.79%-21.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $4,563 | $2,345+94.6% | $3,865+18.1% | $2,440+87.0% |
| Participant deferral / active EE | $7,343 | $3,585+104.8% | $4,937+48.7% | $3,607+103.5% |
| Admin fee / account holder | $2,169 | $5,517-60.7% | $9,702-77.6% | $5,124-57.7% |