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 | $116,553 | $54,705+113.1% | $71,209+63.7% | $84,808+37.4% |
| Participation rate | 76.1% | 64.1%+12.0pp | 73.8%+2.3pp | 68.3%+7.8pp |
| Annual return | 14.64% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,797 | $2,158-16.7% | $2,721-34.0% | $2,631-31.7% |
| Participant deferral / active EE | $4,288 | $3,030+41.5% | $4,175+2.7% | $4,212+1.8% |
| Admin fee / account holder | $3,975 | $4,863-18.3% | $5,349-25.7% | $7,344-45.9% |