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 | $85,420 | $81,248+5.1% | $155,509-45.1% | $80,856+5.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 13.12% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,519 | $3,100-18.8% | $4,672-46.1% | $2,755-8.6% |
| Participant deferral / active EE | $7,674 | $3,452+122.3% | $5,626+36.4% | $4,296+78.6% |
| Admin fee / account holder | $3,735 | $7,997-53.3% | $15,912-76.5% | $6,918-46.0% |