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 | $76,052 | $86,929-12.5% | $102,423-25.7% | $80,856-5.9% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 14.65% | 18.88%-4.2pp | 29.32%-14.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,601 | $2,369+9.8% | $3,023-14.0% | $2,755-5.6% |
| Participant deferral / active EE | $5,914 | $4,118+43.6% | $5,053+17.0% | $4,296+37.7% |
| Admin fee / account holder | $9,439 | $8,049+17.3% | $9,451-0.1% | $6,918+36.4% |