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 | $70,706 | $54,541+29.6% | $78,778-10.2% | $70,131+0.8% |
| Participation rate | 71.8% | 60.8%+11.0pp | 69.2%+2.6pp | 69.5%+2.3pp |
| Annual return | 14.10% | 21.07%-7.0pp | 35.62%-21.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,633 | $1,089+50.0% | $1,986-17.8% | $2,342-30.3% |
| Participant deferral / active EE | $3,728 | $2,210+68.7% | $2,958+26.0% | $3,332+11.9% |
| Admin fee / account holder | $22,220 | $3,709+499.2% | $5,134+332.8% | $4,645+378.3% |