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 | $115,217 | $109,881+4.9% | $150,045-23.2% | $84,808+35.9% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,600 | $3,561+57.3% | $4,693+19.3% | $2,631+112.8% |
| Participant deferral / active EE | $14,378 | $6,636+116.7% | $7,997+79.8% | $4,212+241.4% |
| Admin fee / account holder | $18,696 | $8,568+118.2% | $13,435+39.2% | $7,344+154.6% |