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 | $95,155 | $109,881-13.4% | $150,045-36.6% | $84,808+12.2% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 18.64% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,937 | $3,561-17.5% | $4,693-37.4% | $2,631+11.6% |
| Participant deferral / active EE | $10,371 | $6,636+56.3% | $7,997+29.7% | $4,212+146.3% |
| Admin fee / account holder | $709 | $8,568-91.7% | $13,435-94.7% | $7,344-90.3% |