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 | $100,443 | $109,881-8.6% | $150,045-33.1% | $84,808+18.4% |
| Participation rate | 79.5% | 76.1%+3.5pp | 82.3%-2.8pp | 68.3%+11.2pp |
| Annual return | 21.27% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $4,110 | $3,561+15.4% | $4,693-12.4% | $2,631+56.2% |
| Participant deferral / active EE | $10,736 | $6,636+61.8% | $7,997+34.2% | $4,212+154.9% |
| Admin fee / account holder | $24,906 | $8,568+190.7% | $13,435+85.4% | $7,344+239.1% |