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 | $80,619 | $58,512+37.8% | $84,015-4.0% | $72,985+10.5% |
| Participation rate | 77.9% | 61.2%+16.7pp | 69.0%+8.9pp | 69.5%+8.4pp |
| Annual return | 21.64% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $708 | $1,163-39.1% | $1,983-64.3% | $2,440-71.0% |
| Participant deferral / active EE | $4,165 | $2,394+74.0% | $3,239+28.6% | $3,607+15.5% |
| Admin fee / account holder | $2,181 | $4,569-52.3% | $6,101-64.3% | $5,124-57.4% |