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 | $84,134 | $114,381-26.4% | $107,525-21.8% | $142,382-40.9% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 19.13% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,225 | $4,015-44.6% | $3,754-40.7% | $4,299-48.3% |
| Participant deferral / active EE | $6,882 | $5,564+23.7% | $5,116+34.5% | $6,507+5.8% |
| Admin fee / account holder | $2,599 | $9,860-73.6% | $8,919-70.9% | $12,624-79.4% |