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 | $78,437 | $76,367+2.7% | $93,606-16.2% | $72,985+7.5% |
| Participation rate | 97.1% | 71.7%+25.3pp | 75.8%+21.2pp | 69.5%+27.6pp |
| Annual return | 27.98% | 25.82%+2.2pp | 32.76%-4.8pp | 81.00%-53.0pp |
| Employer contribution / active EE | $3,330 | $2,275+46.4% | $2,718+22.5% | $2,440+36.5% |
| Participant deferral / active EE | $5,564 | $3,538+57.3% | $4,069+36.8% | $3,607+54.2% |
| Admin fee / account holder | $343 | $6,838-95.0% | $7,888-95.7% | $5,124-93.3% |