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 | $80,849 | $65,365+23.7% | $92,893-13.0% | $72,985+10.8% |
| Participation rate | 96.6% | 68.3%+28.2pp | 76.0%+20.5pp | 69.5%+27.1pp |
| Annual return | 24.22% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,846 | $2,594+9.7% | $3,653-22.1% | $2,440+16.6% |
| Participant deferral / active EE | $5,297 | $3,128+69.3% | $4,236+25.0% | $3,607+46.8% |
| Admin fee / account holder | $1,342 | $4,251-68.4% | $5,794-76.8% | $5,124-73.8% |