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 | $75,160 | $130,194-42.3% | $169,993-55.8% | $71,457+5.2% |
| Participation rate | 76.5% | 86.1%-9.7pp | 87.0%-10.5pp | 67.9%+8.5pp |
| Annual return | 17.55% | 20.37%-2.8pp | 53.37%-35.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,098 | $4,381-29.3% | $6,785-54.3% | $2,588+19.7% |
| Participant deferral / active EE | $3,904 | $6,923-43.6% | $10,408-62.5% | $4,289-9.0% |
| Admin fee / account holder | $3,886 | $966+302.4% | $12,815-69.7% | $1,587+144.8% |