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 | $77,830 | $72,277+7.7% | $101,248-23.1% | $79,858-2.5% |
| Participation rate | 81.1% | 68.5%+12.6pp | 75.8%+5.3pp | 69.6%+11.4pp |
| Annual return | 11.76% | 22.30%-10.5pp | 46.47%-34.7pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,552 | $2,692-42.3% | $3,660-57.6% | $2,471-37.2% |
| Participant deferral / active EE | $3,318 | $3,282+1.1% | $4,370-24.1% | $3,740-11.3% |
| Admin fee / account holder | $1,227 | $4,400-72.1% | $5,945-79.4% | $5,306-76.9% |