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 | $60,059 | $58,512+2.6% | $84,015-28.5% | $72,985-17.7% |
| Participation rate | 96.6% | 61.2%+35.4pp | 69.0%+27.6pp | 69.5%+27.1pp |
| Annual return | 19.06% | 28.93%-9.9pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,683 | $1,163+44.7% | $1,983-15.2% | $2,440-31.0% |
| Participant deferral / active EE | $3,225 | $2,394+34.7% | $3,239-0.4% | $3,607-10.6% |
| Admin fee / account holder | $10,105 | $4,569+121.2% | $6,101+65.6% | $5,124+97.2% |