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 | $95,279 | $80,717+18.0% | $154,803-38.5% | $84,808+12.3% |
| Participation rate | 80.6% | 66.8%+13.8pp | 78.1%+2.6pp | 68.3%+12.3pp |
| Annual return | 16.09% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,313 | $2,761-52.5% | $4,305-69.5% | $2,631-50.1% |
| Participant deferral / active EE | $3,872 | $3,303+17.2% | $5,540-30.1% | $4,212-8.1% |
| Admin fee / account holder | $574 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |