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 | $91,704 | $73,933+24.0% | $96,683-5.1% | $75,163+22.0% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 22.46% | 26.70%-4.2pp | 35.69%-13.2pp | 160.62%-138.2pp |
| Employer contribution / active EE | $3,417 | $2,928+16.7% | $3,737-8.6% | $2,670+28.0% |
| Participant deferral / active EE | $6,980 | $3,659+90.8% | $4,878+43.1% | $4,125+69.2% |
| Admin fee / account holder | $1,389 | $5,216-73.4% | $6,730-79.4% | $5,651-75.4% |