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 | $87,070 | $87,841-0.9% | $133,980-35.0% | $62,891+38.4% |
| Participation rate | 96.3% | 83.4%+12.9pp | 87.1%+9.2pp | 69.3%+27.0pp |
| Annual return | 9.83% | 12.05%-2.2pp | 29.30%-19.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $5,477 | $3,483+57.3% | $5,211+5.1% | $2,281+140.1% |
| Participant deferral / active EE | $2,581 | $4,812-46.4% | $6,282-58.9% | $3,203-19.4% |
| Admin fee / account holder | $3,001 | $5,371-44.1% | $9,324-67.8% | $4,296-30.1% |