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 | $88,177 | $109,881-19.8% | $150,045-41.2% | $84,808+4.0% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 18.97% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,217 | $3,561-37.8% | $4,693-52.8% | $2,631-15.7% |
| Participant deferral / active EE | $5,167 | $6,636-22.1% | $7,997-35.4% | $4,212+22.7% |
| Admin fee / account holder | $2,629 | $8,568-69.3% | $13,435-80.4% | $7,344-64.2% |