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 | $100,935 | $89,652+12.6% | $141,162-28.5% | $65,185+54.8% |
| Participation rate | 73.8% | 74.7%-0.9pp | 82.5%-8.6pp | 70.2%+3.6pp |
| Annual return | 36.61% | 32.79%+3.8pp | 71.39%-34.8pp | 29.38%+7.2pp |
| Employer contribution / active EE | $4,193 | $3,065+36.8% | $4,735-11.4% | $2,177+92.7% |
| Participant deferral / active EE | $7,214 | $5,691+26.8% | $6,709+7.5% | $3,514+105.3% |
| Admin fee / account holder | $6,570 | $569+1055.7% | $10,261-36.0% | $847+675.7% |