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 | $67,679 | $81,248-16.7% | $155,509-56.5% | $80,856-16.3% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 17.70% | 33.31%-15.6pp | 64.67%-47.0pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,345 | $3,100-24.4% | $4,672-49.8% | $2,755-14.9% |
| Participant deferral / active EE | $4,990 | $3,452+44.6% | $5,626-11.3% | $4,296+16.1% |
| Admin fee / account holder | $2,328 | $7,997-70.9% | $15,912-85.4% | $6,918-66.3% |