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 | $80,078 | $62,573+28.0% | $85,682-6.5% | $85,850-6.7% |
| Participation rate | 80.6% | 61.1%+19.4pp | 69.9%+10.7pp | 69.3%+11.2pp |
| Annual return | 18.04% | 23.77%-5.7pp | 21.49%-3.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,115 | $1,757+20.4% | $2,618-19.2% | $2,565-17.5% |
| Participant deferral / active EE | $3,863 | $2,802+37.9% | $3,923-1.5% | $3,952-2.2% |
| Admin fee / account holder | $4,307 | $4,640-7.2% | $6,873-37.3% | $6,260-31.2% |