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 | $80,387 | $72,177+11.4% | $115,037-30.1% | $59,632+34.8% |
| Participation rate | 92.9% | 72.6%+20.3pp | 81.4%+11.5pp | 68.7%+24.2pp |
| Annual return | 1.49% | 12.02%-10.5pp | 26.14%-24.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,002 | $2,841-29.5% | $4,608-56.5% | $2,203-9.1% |
| Participant deferral / active EE | $2,385 | $4,783-50.1% | $6,026-60.4% | $3,192-25.3% |
| Admin fee / account holder | $68,906 | $4,927+1298.5% | $8,175+742.9% | $4,297+1503.6% |