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 | $76,790 | $125,758-38.9% | $169,993-54.8% | $75,163+2.2% |
| Participation rate | 95.8% | 83.6%+12.2pp | 87.0%+8.8pp | 67.2%+28.6pp |
| Annual return | 18.13% | 27.20%-9.1pp | 53.37%-35.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,748 | $4,615-62.1% | $6,785-74.2% | $2,670-34.5% |
| Participant deferral / active EE | $5,383 | $6,837-21.3% | $10,408-48.3% | $4,125+30.5% |
| Admin fee / account holder | $1,884 | $8,173-76.9% | $12,815-85.3% | $5,651-66.7% |