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 | $77,504 | $80,717-4.0% | $154,803-49.9% | $84,808-8.6% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.8pp | 68.3%+29.5pp |
| Annual return | 17.64% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $6,921 | $2,761+150.6% | $4,305+60.8% | $2,631+163.1% |
| Participant deferral / active EE | $7,743 | $3,303+134.4% | $5,540+39.7% | $4,212+83.8% |
| Admin fee / account holder | $368 | $6,746-94.5% | $14,329-97.4% | $7,344-95.0% |