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 | $113,735 | $93,571+21.5% | $135,903-16.3% | $75,163+51.3% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.7pp | 67.2%+22.4pp |
| Annual return | 16.16% | 30.90%-14.7pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $6,202 | $3,537+75.4% | $4,856+27.7% | $2,670+132.3% |
| Participant deferral / active EE | $3,505 | $6,404-45.3% | $7,758-54.8% | $4,125-15.0% |
| Admin fee / account holder | $1,793 | $6,975-74.3% | $10,762-83.3% | $5,651-68.3% |