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 | $82,016 | $58,512+40.2% | $84,015-2.4% | $72,985+12.4% |
| Participation rate | 93.4% | 61.2%+32.2pp | 69.0%+24.4pp | 69.5%+23.9pp |
| Annual return | 17.29% | 28.93%-11.6pp | 71.31%-54.0pp | 81.00%-63.7pp |
| Employer contribution / active EE | $986 | $1,163-15.2% | $1,983-50.3% | $2,440-59.6% |
| Participant deferral / active EE | $2,883 | $2,394+20.4% | $3,239-11.0% | $3,607-20.1% |
| Admin fee / account holder | $1,378 | $4,569-69.8% | $6,101-77.4% | $5,124-73.1% |