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 | $117,826 | $89,355+31.9% | $141,162-16.5% | $72,985+61.4% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 20.80% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,046 | $3,114-34.3% | $4,735-56.8% | $2,440-16.1% |
| Participant deferral / active EE | $12,372 | $5,418+128.3% | $6,709+84.4% | $3,607+243.0% |
| Admin fee / account holder | $5,736 | $5,958-3.7% | $10,261-44.1% | $5,124+11.9% |