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 | $95,418 | $77,899+22.5% | $149,673-36.2% | $75,163+26.9% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 16.11% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,233 | $3,137-60.7% | $4,818-74.4% | $2,670-53.8% |
| Participant deferral / active EE | $3,211 | $3,411-5.9% | $5,680-43.5% | $4,125-22.2% |
| Admin fee / account holder | $4,996 | $5,956-16.1% | $13,210-62.2% | $5,651-11.6% |