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 | $92,585 | $76,552+20.9% | $123,892-25.3% | $62,891+47.2% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 16.43% | 18.68%-2.2pp | 47.52%-31.1pp | 20.14%-3.7pp |
| Employer contribution / active EE | $3,235 | $2,883+12.2% | $4,617-29.9% | $2,281+41.8% |
| Participant deferral / active EE | $8,819 | $4,840+82.2% | $5,984+47.4% | $3,203+175.3% |
| Admin fee / account holder | $2,814 | $4,826-41.7% | $8,357-66.3% | $4,296-34.5% |