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 | $93,752 | $65,041+44.1% | $90,951+3.1% | $79,858+17.4% |
| Participation rate | 89.7% | 61.6%+28.1pp | 69.0%+20.7pp | 69.6%+20.1pp |
| Annual return | 12.81% | 30.45%-17.6pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $910 | $1,247-27.0% | $2,122-57.1% | $2,471-63.2% |
| Participant deferral / active EE | $2,894 | $2,512+15.2% | $3,373-14.2% | $3,740-22.6% |
| Admin fee / account holder | $1,567 | $4,536-65.5% | $5,959-73.7% | $5,306-70.5% |