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 | $92,641 | $80,717+14.8% | $154,803-40.2% | $84,808+9.2% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 17.19% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,803 | $2,761+37.7% | $4,305-11.7% | $2,631+44.6% |
| Participant deferral / active EE | $6,106 | $3,303+84.9% | $5,540+10.2% | $4,212+45.0% |
| Admin fee / account holder | $1,596 | $6,746-76.3% | $14,329-88.9% | $7,344-78.3% |