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 | $94,318 | $80,717+16.8% | $154,803-39.1% | $84,808+11.2% |
| Participation rate | 98.2% | 66.8%+31.4pp | 78.1%+20.1pp | 68.3%+29.9pp |
| Annual return | 30.62% | 37.96%-7.3pp | 58.88%-28.3pp | 40.90%-10.3pp |
| Employer contribution / active EE | $4,124 | $2,761+49.3% | $4,305-4.2% | $2,631+56.7% |
| Participant deferral / active EE | $5,972 | $3,303+80.8% | $5,540+7.8% | $4,212+41.8% |
| Admin fee / account holder | $3,420 | $6,746-49.3% | $14,329-76.1% | $7,344-53.4% |