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 | $87,324 | $86,929+0.5% | $102,423-14.7% | $80,856+8.0% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 13.34% | 18.88%-5.5pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,200 | $2,369-7.2% | $3,023-27.2% | $2,755-20.1% |
| Participant deferral / active EE | $4,290 | $4,118+4.2% | $5,053-15.1% | $4,296-0.1% |
| Admin fee / account holder | $5,322 | $8,049-33.9% | $9,451-43.7% | $6,918-23.1% |