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 | $94,309 | $86,929+8.5% | $102,423-7.9% | $80,856+16.6% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 13.80% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $731 | $2,369-69.1% | $3,023-75.8% | $2,755-73.5% |
| Participant deferral / active EE | $3,981 | $4,118-3.3% | $5,053-21.2% | $4,296-7.3% |
| Admin fee / account holder | $2,107 | $8,049-73.8% | $9,451-77.7% | $6,918-69.5% |