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 | $90,585 | $109,413-17.2% | $156,263-42.0% | $84,808+6.8% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 16.23% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,700 | $2,907-41.5% | $4,333-60.8% | $2,631-35.4% |
| Participant deferral / active EE | $3,563 | $4,590-22.4% | $6,158-42.1% | $4,212-15.4% |
| Admin fee / account holder | $948 | $9,357-89.9% | $14,255-93.4% | $7,344-87.1% |