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 | $79,630 | $80,717-1.3% | $154,803-48.6% | $84,808-6.1% |
| Participation rate | 74.1% | 66.8%+7.3pp | 78.1%-3.9pp | 68.3%+5.8pp |
| Annual return | 17.23% | 37.96%-20.7pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,519 | $2,761-8.8% | $4,305-41.5% | $2,631-4.3% |
| Participant deferral / active EE | $4,558 | $3,303+38.0% | $5,540-17.7% | $4,212+8.2% |
| Admin fee / account holder | $5,330 | $6,746-21.0% | $14,329-62.8% | $7,344-27.4% |