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 | $92,602 | $95,803-3.3% | $113,168-18.2% | $84,808+9.2% |
| Participation rate | 98.2% | 72.9%+25.4pp | 76.6%+21.7pp | 68.3%+29.9pp |
| Annual return | 13.41% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $7,003 | $2,360+196.7% | $2,975+135.4% | $2,631+166.2% |
| Participant deferral / active EE | $9,735 | $4,242+129.5% | $5,107+90.6% | $4,212+131.1% |
| Admin fee / account holder | $1,647 | $8,989-81.7% | $12,068-86.4% | $7,344-77.6% |