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 | $117,716 | $89,753+31.2% | $107,525+9.5% | $84,808+38.8% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 17.89% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,150 | $3,113-31.0% | $3,754-42.7% | $2,631-18.3% |
| Participant deferral / active EE | $6,128 | $4,056+51.1% | $5,116+19.8% | $4,212+45.5% |
| Admin fee / account holder | $15,558 | $7,222+115.4% | $8,919+74.4% | $7,344+111.9% |