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 | $74,525 | $71,050+4.9% | $93,606-20.4% | $80,856-7.8% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.6%+23.0pp |
| Annual return | 16.68% | 11.26%+5.4pp | 133.20%-116.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,809 | $1,564+15.7% | $2,420-25.2% | $2,755-34.3% |
| Participant deferral / active EE | $3,662 | $4,034-9.2% | $4,411-17.0% | $4,296-14.7% |
| Admin fee / account holder | $4,593 | $6,945-33.9% | $8,285-44.6% | $6,918-33.6% |