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 | $71,914 | $72,492-0.8% | $87,100-17.4% | $72,985-1.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 23.89% | 24.46%-0.6pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,543 | $1,894+34.3% | $2,521+0.9% | $2,440+4.2% |
| Participant deferral / active EE | $5,106 | $3,270+56.2% | $4,049+26.1% | $3,607+41.6% |
| Admin fee / account holder | $1,216 | $5,055-75.9% | $7,497-83.8% | $5,124-76.3% |