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 | $96,056 | $58,927+63.0% | $76,817+25.0% | $72,985+31.6% |
| Participation rate | 72.4% | 67.3%+5.1pp | 72.1%+0.3pp | 69.5%+2.9pp |
| Annual return | 18.60% | 2305.64%-2287.0pp | 1166.11%-1147.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,057 | $1,787-40.9% | $2,302-54.1% | $2,440-56.7% |
| Participant deferral / active EE | $2,968 | $2,690+10.3% | $3,336-11.0% | $3,607-17.7% |
| Admin fee / account holder | $4,802 | $4,013+19.7% | $6,420-25.2% | $5,124-6.3% |