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 | $124,618 | $93,571+33.2% | $135,903-8.3% | $75,163+65.8% |
| Participation rate | 78.0% | 75.2%+2.9pp | 81.9%-3.9pp | 67.2%+10.9pp |
| Annual return | 15.54% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,590 | $3,537-26.8% | $4,856-46.7% | $2,670-3.0% |
| Participant deferral / active EE | $8,263 | $6,404+29.0% | $7,758+6.5% | $4,125+100.3% |
| Admin fee / account holder | $6,291 | $6,975-9.8% | $10,762-41.5% | $5,651+11.3% |