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 | $129,043 | $81,248+58.8% | $155,509-17.0% | $80,856+59.6% |
| Participation rate | 80.4% | 66.2%+14.2pp | 78.2%+2.2pp | 67.6%+12.8pp |
| Annual return | 17.53% | 33.31%-15.8pp | 64.67%-47.1pp | 35.59%-18.1pp |
| Employer contribution / active EE | $4,078 | $3,100+31.5% | $4,672-12.7% | $2,755+48.0% |
| Participant deferral / active EE | $5,291 | $3,452+53.3% | $5,626-6.0% | $4,296+23.2% |
| Admin fee / account holder | $1,022 | $7,997-87.2% | $15,912-93.6% | $6,918-85.2% |