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 | $87,276 | $58,512+49.2% | $84,015+3.9% | $72,985+19.6% |
| Participation rate | 94.4% | 61.2%+33.1pp | 69.0%+25.4pp | 69.5%+24.9pp |
| Annual return | 19.27% | 28.93%-9.7pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $5,170 | $1,163+344.5% | $1,983+160.6% | $2,440+111.9% |
| Participant deferral / active EE | $2,608 | $2,394+9.0% | $3,239-19.5% | $3,607-27.7% |
| Admin fee / account holder | $6,801 | $4,569+48.9% | $6,101+11.5% | $5,124+32.7% |