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 | $83,737 | $80,753+3.7% | $136,294-38.6% | $62,292+34.4% |
| Participation rate | 77.5% | 73.5%+3.9pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 20.32% | 35.83%-15.5pp | 5155.94%-5135.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,967 | $2,884+2.9% | $4,695-36.8% | $2,042+45.3% |
| Participant deferral / active EE | $7,230 | $5,164+40.0% | $6,247+15.7% | $3,169+128.1% |
| Admin fee / account holder | $2,874 | $525+446.9% | $9,243-68.9% | $479+499.5% |