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 | $114,081 | $101,724+12.1% | $164,813-30.8% | $80,856+41.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.20% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,817 | $2,953-38.5% | $4,341-58.1% | $2,755-34.0% |
| Participant deferral / active EE | $5,703 | $4,477+27.4% | $6,031-5.4% | $4,296+32.8% |
| Admin fee / account holder | $3,301 | $8,227-59.9% | $12,690-74.0% | $6,918-52.3% |