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 | $86,256 | $80,717+6.9% | $154,803-44.3% | $84,808+1.7% |
| Participation rate | 98.8% | 66.8%+32.0pp | 78.1%+20.7pp | 68.3%+30.5pp |
| Annual return | 15.16% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,903 | $2,761+5.1% | $4,305-32.6% | $2,631+10.4% |
| Participant deferral / active EE | $6,007 | $3,303+81.9% | $5,540+8.4% | $4,212+42.6% |
| Admin fee / account holder | $2,216 | $6,746-67.2% | $14,329-84.5% | $7,344-69.8% |