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 | $115,458 | $81,474+41.7% | $133,956-13.8% | $73,488+57.1% |
| Participation rate | 98.0% | 76.4%+21.6pp | 79.8%+18.2pp | 70.7%+27.3pp |
| Annual return | 17.94% | 19.40%-1.5pp | 45.09%-27.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $2,749 | $2,209+24.4% | $3,919-29.9% | $2,270+21.1% |
| Participant deferral / active EE | $8,227 | $3,786+117.3% | $5,048+63.0% | $3,740+120.0% |
| Admin fee / account holder | $5,898 | $713+727.1% | $8,927-33.9% | $513+1049.6% |