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 | $117,849 | $109,881+7.3% | $150,045-21.5% | $84,808+39.0% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 16.95% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,829 | $3,561+35.6% | $4,693+2.9% | $2,631+83.5% |
| Participant deferral / active EE | $10,452 | $6,636+57.5% | $7,997+30.7% | $4,212+148.2% |
| Admin fee / account holder | $2,074 | $8,568-75.8% | $13,435-84.6% | $7,344-71.8% |