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 | $83,815 | $89,753-6.6% | $107,525-22.1% | $84,808-1.2% |
| Participation rate | 73.9% | 68.1%+5.9pp | 75.1%-1.2pp | 68.3%+5.6pp |
| Annual return | 18.78% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,622 | $3,113-47.9% | $3,754-56.8% | $2,631-38.3% |
| Participant deferral / active EE | $3,615 | $4,056-10.9% | $5,116-29.3% | $4,212-14.2% |
| Admin fee / account holder | $737 | $7,222-89.8% | $8,919-91.7% | $7,344-90.0% |