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 | $95,798 | $72,277+32.5% | $101,248-5.4% | $79,858+20.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.29% | 22.30%-4.0pp | 46.47%-28.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $752 | $2,692-72.1% | $3,660-79.5% | $2,471-69.6% |
| Participant deferral / active EE | $6,677 | $3,282+103.5% | $4,370+52.8% | $3,740+78.5% |
| Admin fee / account holder | $4,751 | $4,400+8.0% | $5,945-20.1% | $5,306-10.5% |