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 | $82,860 | $72,492+14.3% | $87,100-4.9% | $72,985+13.5% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 20.75% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,504 | $1,894-20.6% | $2,521-40.3% | $2,440-38.3% |
| Participant deferral / active EE | $4,617 | $3,270+41.2% | $4,049+14.0% | $3,607+28.0% |
| Admin fee / account holder | $2,930 | $5,055-42.0% | $7,497-60.9% | $5,124-42.8% |