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 | $109,642 | $61,774+77.5% | $97,226+12.8% | $80,856+35.6% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.6%+24.4pp |
| Annual return | 11.81% | -557.90%+569.7pp | 75.13%-63.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,114 | $1,837+15.1% | $2,729-22.5% | $2,755-23.3% |
| Participant deferral / active EE | $4,587 | $3,029+51.4% | $4,264+7.6% | $4,296+6.8% |
| Admin fee / account holder | $2,600 | $5,166-49.7% | $5,654-54.0% | $6,918-62.4% |