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 | $77,554 | $68,719+12.9% | $91,541-15.3% | $84,808-8.6% |
| Participation rate | 94.4% | 64.5%+29.9pp | 69.8%+24.6pp | 68.3%+26.1pp |
| Annual return | 13.57% | 19.12%-5.6pp | 20.50%-6.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,354 | $1,920-29.5% | $2,505-45.9% | $2,631-48.5% |
| Participant deferral / active EE | $5,661 | $3,136+80.5% | $4,008+41.3% | $4,212+34.4% |
| Admin fee / account holder | $15,134 | $5,786+161.5% | $6,956+117.6% | $7,344+106.1% |