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 | $134,216 | $81,248+65.2% | $155,509-13.7% | $80,856+66.0% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 14.58% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,757 | $3,100+21.2% | $4,672-19.6% | $2,755+36.4% |
| Participant deferral / active EE | $7,166 | $3,452+107.6% | $5,626+27.4% | $4,296+66.8% |
| Admin fee / account holder | $2,321 | $7,997-71.0% | $15,912-85.4% | $6,918-66.5% |