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 | $93,612 | $89,753+4.3% | $107,525-12.9% | $84,808+10.4% |
| Participation rate | 82.5% | 68.1%+14.4pp | 75.1%+7.4pp | 68.3%+14.2pp |
| Annual return | 18.82% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,778 | $3,113-10.8% | $3,754-26.0% | $2,631+5.6% |
| Participant deferral / active EE | $7,816 | $4,056+92.7% | $5,116+52.8% | $4,212+85.6% |
| Admin fee / account holder | $7,002 | $7,222-3.0% | $8,919-21.5% | $7,344-4.7% |