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 | $67,583 | $82,882-18.5% | $127,761-47.1% | $72,985-7.4% |
| Participation rate | 85.7% | 71.5%+14.2pp | 79.0%+6.7pp | 69.5%+16.2pp |
| Annual return | 23.32% | 32.20%-8.9pp | 26.14%-2.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,947 | $3,346-41.8% | $4,574-57.4% | $2,440-20.2% |
| Participant deferral / active EE | $5,108 | $4,791+6.6% | $6,021-15.2% | $3,607+41.6% |
| Admin fee / account holder | $1,483 | $6,487-77.1% | $9,395-84.2% | $5,124-71.1% |