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 | $60,716 | $45,073+34.7% | $69,455-12.6% | $72,985-16.8% |
| Participation rate | 97.4% | 68.5%+28.9pp | 74.6%+22.8pp | 69.5%+27.9pp |
| Annual return | 27.50% | 22.65%+4.8pp | 28.97%-1.5pp | 81.00%-53.5pp |
| Employer contribution / active EE | $7,744 | $2,054+277.0% | $2,779+178.7% | $2,440+217.4% |
| Participant deferral / active EE | $7,040 | $2,602+170.6% | $3,535+99.1% | $3,607+95.1% |
| Admin fee / account holder | $1,431 | $3,056-53.2% | $3,839-62.7% | $5,124-72.1% |