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 | $86,965 | $83,477+4.2% | $125,175-30.5% | $72,985+19.2% |
| Participation rate | 85.9% | 73.3%+12.6pp | 79.8%+6.1pp | 69.5%+16.4pp |
| Annual return | 28.66% | 25.78%+2.9pp | 43.79%-15.1pp | 81.00%-52.3pp |
| Employer contribution / active EE | $1,422 | $2,345-39.4% | $3,865-63.2% | $2,440-41.7% |
| Participant deferral / active EE | $4,109 | $3,585+14.6% | $4,937-16.8% | $3,607+13.9% |
| Admin fee / account holder | $2,065 | $5,517-62.6% | $9,702-78.7% | $5,124-59.7% |