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 | $88,132 | $125,758-29.9% | $169,993-48.2% | $75,163+17.3% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.0%-0.6pp | 67.2%+19.2pp |
| Annual return | 16.42% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,277 | $4,615-50.7% | $6,785-66.4% | $2,670-14.7% |
| Participant deferral / active EE | $3,833 | $6,837-43.9% | $10,408-63.2% | $4,125-7.1% |
| Admin fee / account holder | $4,620 | $8,173-43.5% | $12,815-63.9% | $5,651-18.2% |