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 | $91,723 | $45,073+103.5% | $69,455+32.1% | $72,985+25.7% |
| Participation rate | 86.5% | 68.5%+18.0pp | 74.6%+11.9pp | 69.5%+17.0pp |
| Annual return | 24.92% | 22.65%+2.3pp | 28.97%-4.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,047 | $2,054-49.0% | $2,779-62.3% | $2,440-57.1% |
| Participant deferral / active EE | $6,550 | $2,602+151.8% | $3,535+85.3% | $3,607+81.6% |
| Admin fee / account holder | $664 | $3,056-78.3% | $3,839-82.7% | $5,124-87.0% |