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 | $71,894 | $85,766-16.2% | $136,294-47.3% | $70,131+2.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 17.65% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $780 | $2,966-73.7% | $4,695-83.4% | $2,342-66.7% |
| Participant deferral / active EE | $6,016 | $5,051+19.1% | $6,247-3.7% | $3,332+80.6% |
| Admin fee / account holder | $4,152 | $5,420-23.4% | $9,243-55.1% | $4,645-10.6% |