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 | $86,032 | $86,929-1.0% | $102,423-16.0% | $80,856+6.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.94% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,939 | $2,369-18.2% | $3,023-35.9% | $2,755-29.6% |
| Participant deferral / active EE | $3,545 | $4,118-13.9% | $5,053-29.8% | $4,296-17.5% |
| Admin fee / account holder | $2,203 | $8,049-72.6% | $9,451-76.7% | $6,918-68.2% |