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 | $96,787 | $65,041+48.8% | $90,951+6.4% | $79,858+21.2% |
| Participation rate | 79.1% | 61.6%+17.5pp | 69.0%+10.1pp | 69.6%+9.5pp |
| Annual return | 15.54% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,029 | $1,247-17.5% | $2,122-51.5% | $2,471-58.3% |
| Participant deferral / active EE | $2,761 | $2,512+9.9% | $3,373-18.1% | $3,740-26.2% |
| Admin fee / account holder | $1,090 | $4,536-76.0% | $5,959-81.7% | $5,306-79.4% |