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 | $88,146 | $58,523+50.6% | $99,443-11.4% | $72,985+20.8% |
| Participation rate | 83.7% | 64.6%+19.1pp | 73.8%+9.9pp | 69.5%+14.2pp |
| Annual return | 19.07% | 28.51%-9.4pp | 30.72%-11.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $331 | $1,512-78.1% | $2,540-87.0% | $2,440-86.4% |
| Participant deferral / active EE | $5,825 | $2,606+123.5% | $3,619+61.0% | $3,607+61.5% |
| Admin fee / account holder | $5,366 | $4,102+30.8% | $6,250-14.2% | $5,124+4.7% |