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 | $90,291 | $86,929+3.9% | $102,423-11.8% | $80,856+11.7% |
| Participation rate | 97.7% | 72.4%+25.4pp | 76.5%+21.2pp | 67.6%+30.1pp |
| Annual return | 13.09% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,122 | $2,369+31.8% | $3,023+3.3% | $2,755+13.3% |
| Participant deferral / active EE | $7,043 | $4,118+71.0% | $5,053+39.4% | $4,296+64.0% |
| Admin fee / account holder | $17,071 | $8,049+112.1% | $9,451+80.6% | $6,918+146.8% |