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 | $98,016 | $78,422+25.0% | $95,952+2.2% | $79,858+22.7% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.3pp |
| Annual return | 12.73% | 19.37%-6.6pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,235 | $1,945-36.5% | $2,541-51.4% | $2,471-50.0% |
| Participant deferral / active EE | $2,904 | $3,440-15.6% | $4,167-30.3% | $3,740-22.4% |
| Admin fee / account holder | $9,529 | $5,622+69.5% | $6,795+40.2% | $5,306+79.6% |