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 | $132,589 | $109,881+20.7% | $150,045-11.6% | $84,808+56.3% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 25.57% | 28.25%-2.7pp | 62.55%-37.0pp | 40.90%-15.3pp |
| Employer contribution / active EE | $3,739 | $3,561+5.0% | $4,693-20.3% | $2,631+42.1% |
| Participant deferral / active EE | $11,420 | $6,636+72.1% | $7,997+42.8% | $4,212+171.1% |
| Admin fee / account holder | $2,672 | $8,568-68.8% | $13,435-80.1% | $7,344-63.6% |