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 | $92,337 | $83,477+10.6% | $125,175-26.2% | $72,985+26.5% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.5%+27.3pp |
| Annual return | 39.14% | 25.78%+13.4pp | 43.79%-4.7pp | 81.00%-41.9pp |
| Employer contribution / active EE | $3,827 | $2,345+63.2% | $3,865-1.0% | $2,440+56.8% |
| Participant deferral / active EE | $2,716 | $3,585-24.2% | $4,937-45.0% | $3,607-24.7% |
| Admin fee / account holder | $958 | $5,517-82.6% | $9,702-90.1% | $5,124-81.3% |