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 5-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 | $84,262 | $58,208+44.8% | $81,812+3.0% | $80,856+4.2% |
| Participation rate | 94.3% | 63.4%+30.8pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 11.75% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,184 | $2,340-6.7% | $2,912-25.0% | $2,755-20.7% |
| Participant deferral / active EE | $5,425 | $3,281+65.3% | $4,319+25.6% | $4,296+26.3% |
| Admin fee / account holder | $6,473 | $4,981+29.9% | $7,386-12.4% | $6,918-6.4% |