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 | $92,497 | $91,190+1.4% | $178,490-48.2% | $79,858+15.8% |
| Participation rate | 78.4% | 69.2%+9.2pp | 81.9%-3.5pp | 69.6%+8.8pp |
| Annual return | 16.69% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,171 | $3,256-64.0% | $5,011-76.6% | $2,471-52.6% |
| Participant deferral / active EE | $3,652 | $3,236+12.8% | $5,202-29.8% | $3,740-2.4% |
| Admin fee / account holder | $9,523 | $6,751+41.1% | $13,984-31.9% | $5,306+79.5% |