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 | $96,498 | $81,248+18.8% | $155,509-37.9% | $80,856+19.3% |
| Participation rate | 82.3% | 66.2%+16.0pp | 78.2%+4.1pp | 67.6%+14.6pp |
| Annual return | 15.31% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,348 | $3,100-24.2% | $4,672-49.7% | $2,755-14.8% |
| Participant deferral / active EE | $7,124 | $3,452+106.4% | $5,626+26.6% | $4,296+65.8% |
| Admin fee / account holder | $1,366 | $7,997-82.9% | $15,912-91.4% | $6,918-80.3% |