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 | $93,357 | $89,355+4.5% | $141,162-33.9% | $72,985+27.9% |
| Participation rate | 92.8% | 75.1%+17.6pp | 82.5%+10.3pp | 69.5%+23.3pp |
| Annual return | 22.65% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,170 | $3,114+1.8% | $4,735-33.1% | $2,440+29.9% |
| Participant deferral / active EE | $6,743 | $5,418+24.4% | $6,709+0.5% | $3,607+86.9% |
| Admin fee / account holder | $8,908 | $5,958+49.5% | $10,261-13.2% | $5,124+73.8% |