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 | $104,593 | $48,795+114.4% | $65,493+59.7% | $84,808+23.3% |
| Participation rate | 76.7% | 67.0%+9.7pp | 73.1%+3.6pp | 68.3%+8.4pp |
| Annual return | 12.95% | 20.20%-7.2pp | 982.45%-969.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,410 | $1,930-26.9% | $2,574-45.2% | $2,631-46.4% |
| Participant deferral / active EE | $6,296 | $2,928+115.0% | $3,961+59.0% | $4,212+49.5% |
| Admin fee / account holder | $8,371 | $3,877+115.9% | $5,028+66.5% | $7,344+14.0% |