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 | $98,091 | $80,717+21.5% | $154,803-36.6% | $84,808+15.7% |
| Participation rate | 93.7% | 66.8%+26.9pp | 78.1%+15.6pp | 68.3%+25.4pp |
| Annual return | 16.34% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,649 | $2,761-40.3% | $4,305-61.7% | $2,631-37.3% |
| Participant deferral / active EE | $4,033 | $3,303+22.1% | $5,540-27.2% | $4,212-4.2% |
| Admin fee / account holder | $10,578 | $6,746+56.8% | $14,329-26.2% | $7,344+44.0% |