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 | $87,597 | $80,717+8.5% | $154,803-43.4% | $84,808+3.3% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 15.61% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,378 | $2,761+22.3% | $4,305-21.6% | $2,631+28.4% |
| Participant deferral / active EE | $6,264 | $3,303+89.6% | $5,540+13.1% | $4,212+48.7% |
| Admin fee / account holder | $9,280 | $6,746+37.6% | $14,329-35.2% | $7,344+26.4% |