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 | $62,694 | $60,022+4.5% | $88,946-29.5% | $84,808-26.1% |
| Participation rate | 97.3% | 57.8%+39.5pp | 68.8%+28.4pp | 68.3%+29.0pp |
| Annual return | 16.35% | 22.43%-6.1pp | 57.82%-41.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,069 | $1,703+139.0% | $2,555+59.2% | $2,631+54.6% |
| Participant deferral / active EE | $9,586 | $3,114+207.9% | $4,581+109.2% | $4,212+127.6% |
| Admin fee / account holder | $9,231 | $4,811+91.9% | $8,261+11.7% | $7,344+25.7% |