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 | $84,234 | $86,929-3.1% | $102,423-17.8% | $80,856+4.2% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.6%+27.9pp |
| Annual return | 11.69% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,730 | $2,369-27.0% | $3,023-42.8% | $2,755-37.2% |
| Participant deferral / active EE | $5,863 | $4,118+42.4% | $5,053+16.0% | $4,296+36.5% |
| Admin fee / account holder | $3,469 | $8,049-56.9% | $9,451-63.3% | $6,918-49.9% |