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 9-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 | $90,649 | $86,332+5.0% | $125,175-27.6% | $65,185+39.1% |
| Participation rate | 72.5% | 75.3%-2.8pp | 79.8%-7.2pp | 70.2%+2.3pp |
| Annual return | 26.71% | 27.43%-0.7pp | 43.79%-17.1pp | 29.38%-2.7pp |
| Employer contribution / active EE | $1,450 | $2,040-28.9% | $3,865-62.5% | $2,177-33.4% |
| Participant deferral / active EE | $4,457 | $3,537+26.0% | $4,937-9.7% | $3,514+26.8% |
| Admin fee / account holder | $3,683 | $609+504.5% | $9,702-62.0% | $847+334.8% |