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 | $98,296 | $109,881-10.5% | $150,045-34.5% | $84,808+15.9% |
| Participation rate | 74.4% | 76.1%-1.7pp | 82.3%-7.9pp | 68.3%+6.1pp |
| Annual return | 17.58% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,509 | $3,561+26.6% | $4,693-3.9% | $2,631+71.4% |
| Participant deferral / active EE | $11,522 | $6,636+73.6% | $7,997+44.1% | $4,212+173.6% |
| Admin fee / account holder | $6,605 | $8,568-22.9% | $13,435-50.8% | $7,344-10.1% |