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 | $83,292 | $89,355-6.8% | $141,162-41.0% | $72,985+14.1% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.5%-3.0pp | 69.5%+10.0pp |
| Annual return | 28.71% | 111.85%-83.1pp | 71.39%-42.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $1,360 | $3,114-56.3% | $4,735-71.3% | $2,440-44.3% |
| Participant deferral / active EE | $4,972 | $5,418-8.2% | $6,709-25.9% | $3,607+37.8% |
| Admin fee / account holder | $523 | $5,958-91.2% | $10,261-94.9% | $5,124-89.8% |