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 | $111,942 | $109,881+1.9% | $150,045-25.4% | $84,808+32.0% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 16.42% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,418 | $3,561+24.1% | $4,693-5.9% | $2,631+67.9% |
| Participant deferral / active EE | $6,157 | $6,636-7.2% | $7,997-23.0% | $4,212+46.2% |
| Admin fee / account holder | $2,446 | $8,568-71.4% | $13,435-81.8% | $7,344-66.7% |