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 | $144,598 | $109,413+32.2% | $156,263-7.5% | $84,808+70.5% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.4pp | 68.3%+23.0pp |
| Annual return | 15.48% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,960 | $2,907+36.2% | $4,333-8.6% | $2,631+50.5% |
| Participant deferral / active EE | $6,964 | $4,590+51.7% | $6,158+13.1% | $4,212+65.4% |
| Admin fee / account holder | $3,557 | $9,357-62.0% | $14,255-75.0% | $7,344-51.6% |