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 | $80,746 | $72,492+11.4% | $87,100-7.3% | $72,985+10.6% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.4pp | 69.5%+17.7pp |
| Annual return | 25.14% | 24.46%+0.7pp | 28.19%-3.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $474 | $1,894-75.0% | $2,521-81.2% | $2,440-80.6% |
| Participant deferral / active EE | $2,480 | $3,270-24.1% | $4,049-38.7% | $3,607-31.3% |
| Admin fee / account holder | $7,267 | $5,055+43.8% | $7,497-3.1% | $5,124+41.8% |