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 | $93,437 | $87,013+7.4% | $106,213-12.0% | $80,856+15.6% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.3%+14.7pp | 67.6%+22.4pp |
| Annual return | 11.53% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,997 | $2,395+25.1% | $3,171-5.5% | $2,755+8.8% |
| Participant deferral / active EE | $4,626 | $3,986+16.1% | $5,016-7.8% | $4,296+7.7% |
| Admin fee / account holder | $7,899 | $8,431-6.3% | $11,033-28.4% | $6,918+14.2% |