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 | $75,982 | $63,346+19.9% | $92,233-17.6% | $70,131+8.3% |
| Participation rate | 71.8% | 68.7%+3.1pp | 76.5%-4.7pp | 69.5%+2.3pp |
| Annual return | 16.30% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $824 | $2,471-66.6% | $3,679-77.6% | $2,342-64.8% |
| Participant deferral / active EE | $2,209 | $2,854-22.6% | $3,897-43.3% | $3,332-33.7% |
| Admin fee / account holder | $1,481 | $3,840-61.4% | $5,194-71.5% | $4,645-68.1% |