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 | $77,235 | $60,022+28.7% | $88,946-13.2% | $84,808-8.9% |
| Participation rate | 70.4% | 57.8%+12.5pp | 68.8%+1.5pp | 68.3%+2.1pp |
| Annual return | 54.47% | 22.43%+32.0pp | 57.82%-3.4pp | 40.90%+13.6pp |
| Employer contribution / active EE | $1,093 | $1,703-35.8% | $2,555-57.2% | $2,631-58.5% |
| Participant deferral / active EE | $2,826 | $3,114-9.2% | $4,581-38.3% | $4,212-32.9% |
| Admin fee / account holder | $7,928 | $4,811+64.8% | $8,261-4.0% | $7,344+8.0% |