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 | $77,237 | $85,766-9.9% | $136,294-43.3% | $70,131+10.1% |
| Participation rate | 83.6% | 74.2%+9.4pp | 81.9%+1.6pp | 69.5%+14.0pp |
| Annual return | 16.50% | 31.45%-15.0pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,426 | $2,966+15.5% | $4,695-27.0% | $2,342+46.2% |
| Participant deferral / active EE | $5,290 | $5,051+4.7% | $6,247-15.3% | $3,332+58.8% |
| Admin fee / account holder | $6,170 | $5,420+13.8% | $9,243-33.3% | $4,645+32.8% |