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 | $92,261 | $57,016+61.8% | $84,966+8.6% | $80,856+14.1% |
| Participation rate | 87.5% | 56.3%+31.2pp | 67.5%+20.0pp | 67.6%+19.9pp |
| Annual return | 19.44% | 21.66%-2.2pp | 66.38%-46.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,835 | $1,798+2.1% | $2,727-32.7% | $2,755-33.4% |
| Participant deferral / active EE | $7,246 | $3,110+133.0% | $4,519+60.3% | $4,296+68.7% |
| Admin fee / account holder | $10,091 | $4,980+102.6% | $6,149+64.1% | $6,918+45.9% |