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 | $75,918 | $67,606+12.3% | $82,313-7.8% | $70,131+8.3% |
| Participation rate | 94.4% | 72.8%+21.7pp | 76.9%+17.6pp | 69.5%+24.9pp |
| Annual return | 19.71% | 21.57%-1.9pp | 25.88%-6.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $912 | $1,755-48.1% | $2,428-62.5% | $2,342-61.1% |
| Participant deferral / active EE | $2,494 | $2,987-16.5% | $3,706-32.7% | $3,332-25.1% |
| Admin fee / account holder | $1,804 | $4,512-60.0% | $5,608-67.8% | $4,645-61.2% |