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 | $85,626 | $87,013-1.6% | $106,213-19.4% | $80,856+5.9% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.4pp | 67.6%+30.1pp |
| Annual return | 13.27% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,078 | $2,395+70.2% | $3,171+28.6% | $2,755+48.0% |
| Participant deferral / active EE | $4,470 | $3,986+12.1% | $5,016-10.9% | $4,296+4.1% |
| Admin fee / account holder | $8,295 | $8,431-1.6% | $11,033-24.8% | $6,918+19.9% |