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 | $92,367 | $148,978-38.0% | $200,582-54.0% | $84,808+8.9% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 16.36% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,525 | $4,815+35.5% | $6,419+1.7% | $2,631+148.0% |
| Participant deferral / active EE | $9,692 | $7,142+35.7% | $9,331+3.9% | $4,212+130.1% |
| Admin fee / account holder | $32,092 | $13,977+129.6% | $16,305+96.8% | $7,344+337.0% |