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 | $112,379 | $101,724+10.5% | $164,813-31.8% | $80,856+39.0% |
| Participation rate | 79.7% | 71.8%+7.9pp | 78.6%+1.1pp | 67.6%+12.1pp |
| Annual return | 15.52% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,967 | $2,953-33.4% | $4,341-54.7% | $2,755-28.6% |
| Participant deferral / active EE | $3,005 | $4,477-32.9% | $6,031-50.2% | $4,296-30.1% |
| Admin fee / account holder | $5,204 | $8,227-36.7% | $12,690-59.0% | $6,918-24.8% |