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 | $74,214 | $89,355-16.9% | $141,162-47.4% | $72,985+1.7% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 23.33% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,791 | $3,114-10.4% | $4,735-41.1% | $2,440+14.4% |
| Participant deferral / active EE | $5,768 | $5,418+6.5% | $6,709-14.0% | $3,607+59.9% |
| Admin fee / account holder | $5,857 | $5,958-1.7% | $10,261-42.9% | $5,124+14.3% |