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 | $88,388 | $109,413-19.2% | $156,263-43.4% | $84,808+4.2% |
| Participation rate | 88.1% | 72.7%+15.4pp | 78.9%+9.2pp | 68.3%+19.8pp |
| Annual return | 16.99% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,660 | $2,907-42.9% | $4,333-61.7% | $2,631-36.9% |
| Participant deferral / active EE | $5,985 | $4,590+30.4% | $6,158-2.8% | $4,212+42.1% |
| Admin fee / account holder | $5,395 | $9,357-42.3% | $14,255-62.2% | $7,344-26.5% |