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 | $84,504 | $74,927+12.8% | $101,794-17.0% | $84,808-0.4% |
| Participation rate | 85.2% | 61.4%+23.8pp | 69.2%+16.0pp | 68.3%+16.9pp |
| Annual return | 18.73% | 18.70%0pp | 30.53%-11.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,175 | $1,522-22.8% | $2,289-48.7% | $2,631-55.3% |
| Participant deferral / active EE | $3,554 | $3,099+14.7% | $4,084-13.0% | $4,212-15.6% |
| Admin fee / account holder | $1,311 | $6,514-79.9% | $8,777-85.1% | $7,344-82.1% |