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 | $69,898 | $101,724-31.3% | $164,813-57.6% | $80,856-13.6% |
| Participation rate | 92.8% | 71.8%+20.9pp | 78.6%+14.2pp | 67.6%+25.1pp |
| Annual return | 16.42% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $6,644 | $2,953+124.9% | $4,341+53.1% | $2,755+141.2% |
| Participant deferral / active EE | $4,589 | $4,477+2.5% | $6,031-23.9% | $4,296+6.8% |
| Admin fee / account holder | $2,570 | $8,227-68.8% | $12,690-79.7% | $6,918-62.9% |