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 | $87,199 | $85,766+1.7% | $136,294-36.0% | $70,131+24.3% |
| Participation rate | 78.4% | 74.2%+4.2pp | 81.9%-3.5pp | 69.5%+8.8pp |
| Annual return | 32.24% | 31.45%+0.8pp | 5155.94%-5123.7pp | 73.14%-40.9pp |
| Employer contribution / active EE | $7,437 | $2,966+150.7% | $4,695+58.4% | $2,342+217.5% |
| Participant deferral / active EE | $12,820 | $5,051+153.8% | $6,247+105.2% | $3,332+284.8% |
| Admin fee / account holder | $7,988 | $5,420+47.4% | $9,243-13.6% | $4,645+72.0% |