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 | $121,422 | $74,888+62.1% | $71,209+70.5% | $142,382-14.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 24.22% | 345.14%-320.9pp | 282.51%-258.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,557 | $2,854-10.4% | $2,721-6.0% | $4,299-40.5% |
| Participant deferral / active EE | $8,946 | $4,454+100.8% | $4,175+114.3% | $6,507+37.5% |
| Admin fee / account holder | $2,090 | $5,568-62.5% | $5,349-60.9% | $12,624-83.4% |