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 | $91,817 | $39,122+134.7% | $57,179+60.6% | $62,891+46.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.71% | 9.23%-7.5pp | 14.59%-12.9pp | 20.14%-18.4pp |
| Employer contribution / active EE | $6,497 | $1,874+246.7% | $2,682+142.2% | $2,281+184.8% |
| Participant deferral / active EE | $7,263 | $2,374+206.0% | $3,096+134.6% | $3,203+126.8% |
| Admin fee / account holder | $1,182 | $2,592-54.4% | $3,139-62.3% | $4,296-72.5% |