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 | $79,691 | $54,762+45.5% | $90,281-11.7% | $72,985+9.2% |
| Participation rate | 70.1% | 65.1%+5.0pp | 73.3%-3.1pp | 69.5%+0.7pp |
| Annual return | 19.99% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,289 | $2,092-38.4% | $2,854-54.8% | $2,440-47.2% |
| Participant deferral / active EE | $3,193 | $2,887+10.6% | $3,885-17.8% | $3,607-11.5% |
| Admin fee / account holder | $4,199 | $3,972+5.7% | $5,351-21.5% | $5,124-18.1% |