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 3-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 | $82,780 | $79,013+4.8% | $100,391-17.5% | $74,495+11.1% |
| Participation rate | 81.1% | 79.5%+1.7pp | 81.5%-0.3pp | 67.2%+13.9pp |
| Annual return | 20.03% | 20.41%-0.4pp | 49.20%-29.2pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $4,784 | $3,021+58.4% | $3,942+21.4% | $2,623+82.4% |
| Participant deferral / active EE | $11,347 | $7,760+46.2% | $8,082+40.4% | $4,346+161.1% |
| Admin fee / account holder | $8,060 | $1,320+510.7% | $7,899+2.0% | $1,942+315.1% |