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 | $81,636 | $100,773-19.0% | $88,946-8.2% | $142,382-42.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 11.38% | 70.18%-58.8pp | 57.82%-46.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,629 | $2,918+24.4% | $2,555+42.0% | $4,299-15.6% |
| Participant deferral / active EE | $5,861 | $5,230+12.1% | $4,581+27.9% | $6,507-9.9% |
| Admin fee / account holder | $5,512 | $9,693-43.1% | $8,261-33.3% | $12,624-56.3% |