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 | $102,527 | $56,317+82.1% | $71,209+44.0% | $74,304+38.0% |
| Participation rate | 70.1% | 55.1%+15.0pp | 73.8%-3.7pp | 60.3%+9.7pp |
| Annual return | 19.29% | 42.83%-23.5pp | 282.51%-263.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,241 | $2,160+3.8% | $2,721-17.6% | $2,2410% |
| Participant deferral / active EE | $6,007 | $2,788+115.5% | $4,175+43.9% | $3,767+59.5% |
| Admin fee / account holder | $4,060 | $2,290+77.3% | $5,349-24.1% | $2,969+36.7% |