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 | $105,081 | $81,208+29.4% | $98,907+6.2% | $79,858+31.6% |
| Participation rate | 88.4% | 72.5%+15.9pp | 76.0%+12.3pp | 69.6%+18.7pp |
| Annual return | 10.61% | 60.99%-50.4pp | 196.43%-185.8pp | 31.71%-21.1pp |
| Employer contribution / active EE | $3,075 | $1,960+56.9% | $2,689+14.4% | $2,471+24.5% |
| Participant deferral / active EE | $4,828 | $3,265+47.9% | $4,244+13.8% | $3,740+29.1% |
| Admin fee / account holder | $4,035 | $6,013-32.9% | $6,642-39.2% | $5,306-24.0% |