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 | $85,714 | $95,803-10.5% | $113,168-24.3% | $84,808+1.1% |
| Participation rate | 92.1% | 72.9%+19.2pp | 76.6%+15.5pp | 68.3%+23.8pp |
| Annual return | 25.46% | 25.00%+0.5pp | 24.27%+1.2pp | 40.90%-15.4pp |
| Employer contribution / active EE | $3,019 | $2,360+27.9% | $2,975+1.5% | $2,631+14.7% |
| Participant deferral / active EE | $6,594 | $4,242+55.4% | $5,107+29.1% | $4,212+56.6% |
| Admin fee / account holder | $7,222 | $8,989-19.7% | $12,068-40.2% | $7,344-1.7% |