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 | $96,102 | $109,881-12.5% | $150,045-36.0% | $84,808+13.3% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 15.82% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,962 | $3,561-16.8% | $4,693-36.9% | $2,631+12.6% |
| Participant deferral / active EE | $9,340 | $6,636+40.7% | $7,997+16.8% | $4,212+121.8% |
| Admin fee / account holder | $5,031 | $8,568-41.3% | $13,435-62.6% | $7,344-31.5% |