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 | $80,564 | $74,927+7.5% | $101,794-20.9% | $84,808-5.0% |
| Participation rate | 79.7% | 61.4%+18.3pp | 69.2%+10.5pp | 68.3%+11.3pp |
| Annual return | 17.84% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,187 | $1,522-22.0% | $2,289-48.1% | $2,631-54.9% |
| Participant deferral / active EE | $5,281 | $3,099+70.4% | $4,084+29.3% | $4,212+25.4% |
| Admin fee / account holder | $10,846 | $6,514+66.5% | $8,777+23.6% | $7,344+47.7% |