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 | $60,065 | $80,673-25.5% | $101,326-40.7% | $84,808-29.2% |
| Participation rate | 95.6% | 77.8%+17.8pp | 81.5%+14.1pp | 68.3%+27.3pp |
| Annual return | 25.76% | 38.95%-13.2pp | 36.82%-11.1pp | 40.90%-15.1pp |
| Employer contribution / active EE | $5,597 | $2,698+107.5% | $3,665+52.7% | $2,631+112.7% |
| Participant deferral / active EE | $9,343 | $6,840+36.6% | $7,994+16.9% | $4,212+121.8% |
| Admin fee / account holder | $5,500 | $12,784-57.0% | $11,185-50.8% | $7,344-25.1% |