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 | $121,359 | $109,413+10.9% | $156,263-22.3% | $84,808+43.1% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 15.42% | 20.18%-4.8pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,119 | $2,907+41.7% | $4,333-4.9% | $2,631+56.6% |
| Participant deferral / active EE | $3,440 | $4,590-25.0% | $6,158-44.1% | $4,212-18.3% |
| Admin fee / account holder | $17,478 | $9,357+86.8% | $14,255+22.6% | $7,344+138.0% |