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 | $126,504 | $78,422+61.3% | $95,952+31.8% | $79,858+58.4% |
| Participation rate | 74.6% | 73.5%+1.1pp | 77.1%-2.4pp | 69.6%+5.0pp |
| Annual return | 15.10% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,129 | $1,945-41.9% | $2,541-55.6% | $2,471-54.3% |
| Participant deferral / active EE | $2,690 | $3,440-21.8% | $4,167-35.4% | $3,740-28.1% |
| Admin fee / account holder | $2,687 | $5,622-52.2% | $6,795-60.5% | $5,306-49.4% |