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 | $78,221 | $95,803-18.4% | $113,168-30.9% | $84,808-7.8% |
| Participation rate | 94.0% | 72.9%+21.2pp | 76.6%+17.5pp | 68.3%+25.7pp |
| Annual return | 15.29% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,885 | $2,360+22.2% | $2,975-3.0% | $2,631+9.7% |
| Participant deferral / active EE | $5,906 | $4,242+39.2% | $5,107+15.6% | $4,212+40.2% |
| Admin fee / account holder | $14,037 | $8,989+56.2% | $12,068+16.3% | $7,344+91.1% |