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 | $72,583 | $60,022+20.9% | $88,946-18.4% | $84,808-14.4% |
| Participation rate | 96.2% | 57.8%+38.3pp | 68.8%+27.3pp | 68.3%+27.8pp |
| Annual return | 14.21% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,430 | $1,703-16.0% | $2,555-44.0% | $2,631-45.6% |
| Participant deferral / active EE | $3,604 | $3,114+15.8% | $4,581-21.3% | $4,212-14.4% |
| Admin fee / account holder | $9,837 | $4,811+104.5% | $8,261+19.1% | $7,344+33.9% |