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 | $100,919 | $114,381-11.8% | $107,525-6.1% | $142,382-29.1% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 13.57% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $6,455 | $4,015+60.8% | $3,754+72.0% | $4,299+50.2% |
| Participant deferral / active EE | $6,894 | $5,564+23.9% | $5,116+34.8% | $6,507+6.0% |
| Admin fee / account holder | $589 | $9,860-94.0% | $8,919-93.4% | $12,624-95.3% |