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 | $88,827 | $98,982-10.3% | $162,163-45.2% | $65,185+36.3% |
| Participation rate | 92.5% | 85.8%+6.7pp | 87.6%+5.0pp | 70.2%+22.3pp |
| Annual return | 26.43% | 24.84%+1.6pp | 115.59%-89.2pp | 29.38%-3.0pp |
| Employer contribution / active EE | $3,591 | $3,467+3.6% | $5,614-36.0% | $2,177+65.0% |
| Participant deferral / active EE | $6,344 | $5,384+17.8% | $7,298-13.1% | $3,514+80.5% |
| Admin fee / account holder | $4,135 | $596+593.4% | $10,843-61.9% | $847+388.2% |