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 | $87,368 | $46,869+86.4% | $122,332-28.6% | $70,131+24.6% |
| Participation rate | 79.4% | 58.2%+21.2pp | 71.6%+7.8pp | 69.5%+9.9pp |
| Annual return | 14.86% | 24.22%-9.4pp | 30.27%-15.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,338 | $1,288+159.2% | $4,050-17.6% | $2,342+42.5% |
| Participant deferral / active EE | $2,715 | $2,166+25.3% | $3,287-17.4% | $3,332-18.5% |
| Admin fee / account holder | $5,074 | $3,322+52.7% | $5,478-7.4% | $4,645+9.2% |