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 | $91,985 | $91,190+0.9% | $178,490-48.5% | $79,858+15.2% |
| Participation rate | 78.1% | 69.2%+8.9pp | 81.9%-3.8pp | 69.6%+8.5pp |
| Annual return | 16.56% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,430 | $3,256-25.4% | $5,011-51.5% | $2,471-1.7% |
| Participant deferral / active EE | $7,494 | $3,236+131.6% | $5,202+44.1% | $3,740+100.4% |
| Admin fee / account holder | $4,619 | $6,751-31.6% | $13,984-67.0% | $5,306-13.0% |