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 | $78,256 | $91,407-14.4% | $135,903-42.4% | $71,457+9.5% |
| Participation rate | 95.5% | 75.7%+19.8pp | 81.9%+13.6pp | 67.9%+27.6pp |
| Annual return | 30.27% | 29.90%+0.4pp | 68.23%-38.0pp | 28.85%+1.4pp |
| Employer contribution / active EE | $1,809 | $3,703-51.2% | $4,856-62.7% | $2,588-30.1% |
| Participant deferral / active EE | $7,515 | $7,092+6.0% | $7,758-3.1% | $4,289+75.2% |
| Admin fee / account holder | $8,518 | $1,266+572.9% | $10,762-20.9% | $1,587+436.6% |