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 | $94,290 | $86,929+8.5% | $102,423-7.9% | $80,856+16.6% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.5pp | 67.6%+11.3pp |
| Annual return | 14.38% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,488 | $2,369+5.0% | $3,023-17.7% | $2,755-9.7% |
| Participant deferral / active EE | $6,901 | $4,118+67.6% | $5,053+36.6% | $4,296+60.6% |
| Admin fee / account holder | $2,012 | $8,049-75.0% | $9,451-78.7% | $6,918-70.9% |