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 | $95,210 | $64,480+47.7% | $81,382+17.0% | $80,856+17.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 15.48% | 16.34%-0.9pp | 24.73%-9.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,597 | $1,978+182.9% | $2,463+127.3% | $2,755+103.2% |
| Participant deferral / active EE | $6,476 | $3,094+109.3% | $3,883+66.8% | $4,296+50.8% |
| Admin fee / account holder | $1,341 | $5,671-76.3% | $5,768-76.7% | $6,918-80.6% |