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 | $81,447 | $123,793-34.2% | $177,821-54.2% | $79,858+2.0% |
| Participation rate | 85.9% | 84.7%+1.3pp | 87.7%-1.8pp | 69.6%+16.3pp |
| Annual return | 11.31% | 22.82%-11.5pp | 48.32%-37.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,499 | $4,095-63.4% | $5,918-74.7% | $2,471-39.3% |
| Participant deferral / active EE | $3,948 | $5,956-33.7% | $7,714-48.8% | $3,740+5.6% |
| Admin fee / account holder | $2,319 | $7,243-68.0% | $12,427-81.3% | $5,306-56.3% |