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 | $112,560 | $109,881+2.4% | $150,045-25.0% | $84,808+32.7% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 17.67% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,864 | $3,561+8.5% | $4,693-17.7% | $2,631+46.9% |
| Participant deferral / active EE | $8,779 | $6,636+32.3% | $7,997+9.8% | $4,212+108.5% |
| Admin fee / account holder | $5,759 | $8,568-32.8% | $13,435-57.1% | $7,344-21.6% |