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 | $105,825 | $109,881-3.7% | $150,045-29.5% | $84,808+24.8% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.5pp | 68.3%+15.6pp |
| Annual return | 19.88% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,053 | $3,561-14.3% | $4,693-34.9% | $2,631+16.0% |
| Participant deferral / active EE | $8,562 | $6,636+29.0% | $7,997+7.1% | $4,212+103.3% |
| Admin fee / account holder | $2,409 | $8,568-71.9% | $13,435-82.1% | $7,344-67.2% |