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 7-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 | $81,950 | $81,248+0.9% | $155,509-47.3% | $80,856+1.4% |
| Participation rate | 76.7% | 66.2%+10.4pp | 78.2%-1.5pp | 67.6%+9.0pp |
| Annual return | 14.37% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,109 | $3,100-64.2% | $4,672-76.3% | $2,755-59.7% |
| Participant deferral / active EE | $4,761 | $3,452+37.9% | $5,626-15.4% | $4,296+10.8% |
| Admin fee / account holder | $10,253 | $7,997+28.2% | $15,912-35.6% | $6,918+48.2% |