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 5-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 | $92,290 | $74,927+23.2% | $101,794-9.3% | $84,808+8.8% |
| Participation rate | 93.8% | 61.4%+32.3pp | 69.2%+24.6pp | 68.3%+25.4pp |
| Annual return | 25.01% | 18.70%+6.3pp | 30.53%-5.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $8,347 | $1,522+448.5% | $2,289+264.7% | $2,631+217.3% |
| Participant deferral / active EE | $15,876 | $3,099+412.3% | $4,084+288.7% | $4,212+276.9% |
| Admin fee / account holder | $4,759 | $6,514-26.9% | $8,777-45.8% | $7,344-35.2% |