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 | $66,053 | $109,881-39.9% | $150,045-56.0% | $84,808-22.1% |
| Participation rate | 81.7% | 76.1%+5.6pp | 82.3%-0.6pp | 68.3%+13.4pp |
| Annual return | 26.26% | 28.25%-2.0pp | 62.55%-36.3pp | 40.90%-14.6pp |
| Employer contribution / active EE | $1,600 | $3,561-55.1% | $4,693-65.9% | $2,631-39.2% |
| Participant deferral / active EE | $2,996 | $6,636-54.9% | $7,997-62.5% | $4,212-28.9% |
| Admin fee / account holder | $5,465 | $8,568-36.2% | $13,435-59.3% | $7,344-25.6% |