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 | $106,988 | $95,803+11.7% | $113,168-5.5% | $84,808+26.2% |
| Participation rate | 94.0% | 72.9%+21.2pp | 76.6%+17.5pp | 68.3%+25.7pp |
| Annual return | 13.78% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,780 | $2,360-24.6% | $2,975-40.2% | $2,631-32.3% |
| Participant deferral / active EE | $2,523 | $4,242-40.5% | $5,107-50.6% | $4,212-40.1% |
| Admin fee / account holder | $1,853 | $8,989-79.4% | $12,068-84.6% | $7,344-74.8% |