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 | $75,108 | $76,367-1.6% | $93,606-19.8% | $72,985+2.9% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.3pp | 69.5%+27.6pp |
| Annual return | 20.69% | 25.82%-5.1pp | 32.76%-12.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $3,020 | $2,275+32.7% | $2,718+11.1% | $2,440+23.8% |
| Participant deferral / active EE | $4,310 | $3,538+21.8% | $4,069+5.9% | $3,607+19.5% |
| Admin fee / account holder | $7,339 | $6,838+7.3% | $7,888-7.0% | $5,124+43.2% |