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 | $76,354 | $109,881-30.5% | $150,045-49.1% | $84,808-10.0% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 20.28% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $4,161 | $3,561+16.9% | $4,693-11.3% | $2,631+58.2% |
| Participant deferral / active EE | $7,355 | $6,636+10.8% | $7,997-8.0% | $4,212+74.6% |
| Admin fee / account holder | $1,933 | $8,568-77.4% | $13,435-85.6% | $7,344-73.7% |