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 | $78,922 | $81,460-3.1% | $103,333-23.6% | $80,856-2.4% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 13.55% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,805 | $3,105-9.7% | $3,868-27.5% | $2,755+1.8% |
| Participant deferral / active EE | $6,368 | $3,869+64.6% | $5,057+25.9% | $4,296+48.3% |
| Admin fee / account holder | $8,178 | $6,566+24.5% | $8,355-2.1% | $6,918+18.2% |