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 | $93,187 | $89,698+3.9% | $103,476-9.9% | $80,856+15.3% |
| Participation rate | 96.3% | 76.0%+20.3pp | 80.5%+15.8pp | 67.6%+28.7pp |
| Annual return | 17.09% | 22.78%-5.7pp | 23.90%-6.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,842 | $4,018-29.3% | $4,672-39.2% | $2,755+3.1% |
| Participant deferral / active EE | $6,339 | $5,456+16.2% | $6,623-4.3% | $4,296+47.6% |
| Admin fee / account holder | $640 | $6,768-90.5% | $9,413-93.2% | $6,918-90.7% |