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 | $99,248 | $65,395+51.8% | $182,532-45.6% | $72,985+36.0% |
| Participation rate | 76.7% | 65.4%+11.2pp | 78.0%-1.3pp | 69.5%+7.2pp |
| Annual return | 23.30% | 27.68%-4.4pp | 148.54%-125.2pp | 81.00%-57.7pp |
| Employer contribution / active EE | $512 | $1,911-73.2% | $4,076-87.4% | $2,440-79.0% |
| Participant deferral / active EE | $5,208 | $3,563+46.2% | $5,524-5.7% | $3,607+44.4% |
| Admin fee / account holder | $4,695 | $4,245+10.6% | $8,592-45.4% | $5,124-8.4% |