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 | $95,061 | $72,492+31.1% | $87,100+9.1% | $72,985+30.2% |
| Participation rate | 71.2% | 72.8%-1.6pp | 76.9%-5.7pp | 69.5%+1.7pp |
| Annual return | 22.83% | 24.46%-1.6pp | 28.19%-5.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,667 | $1,894-12.0% | $2,521-33.9% | $2,440-31.7% |
| Participant deferral / active EE | $2,970 | $3,270-9.2% | $4,049-26.6% | $3,607-17.7% |
| Admin fee / account holder | $3,813 | $5,055-24.6% | $7,497-49.1% | $5,124-25.6% |