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 | $84,510 | $101,724-16.9% | $164,813-48.7% | $80,856+4.5% |
| Participation rate | 73.0% | 71.8%+1.2pp | 78.6%-5.6pp | 67.6%+5.4pp |
| Annual return | 12.68% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,680 | $2,953-9.3% | $4,341-38.3% | $2,755-2.7% |
| Participant deferral / active EE | $5,343 | $4,477+19.3% | $6,031-11.4% | $4,296+24.4% |
| Admin fee / account holder | $11,887 | $8,227+44.5% | $12,690-6.3% | $6,918+71.8% |