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 | $100,273 | $78,422+27.9% | $95,952+4.5% | $79,858+25.6% |
| Participation rate | 75.9% | 73.5%+2.4pp | 77.1%-1.2pp | 69.6%+6.3pp |
| Annual return | 12.42% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,447 | $1,945-25.6% | $2,541-43.0% | $2,471-41.4% |
| Participant deferral / active EE | $4,194 | $3,440+21.9% | $4,167+0.6% | $3,740+12.1% |
| Admin fee / account holder | $4,318 | $5,622-23.2% | $6,795-36.5% | $5,306-18.6% |