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 | $72,317 | $109,881-34.2% | $150,045-51.8% | $84,808-14.7% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 21.95% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $3,025 | $3,561-15.0% | $4,693-35.5% | $2,631+15.0% |
| Participant deferral / active EE | $5,294 | $6,636-20.2% | $7,997-33.8% | $4,212+25.7% |
| Admin fee / account holder | $5,675 | $8,568-33.8% | $13,435-57.8% | $7,344-22.7% |