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 | $101,238 | $90,745+11.6% | $130,231-22.3% | $75,163+34.7% |
| Participation rate | 76.3% | 71.1%+5.3pp | 76.3%0pp | 67.2%+9.1pp |
| Annual return | 17.29% | 34.45%-17.2pp | 38.77%-21.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,008 | $3,314-9.2% | $4,126-27.1% | $2,670+12.7% |
| Participant deferral / active EE | $6,891 | $5,362+28.5% | $6,799+1.4% | $4,125+67.1% |
| Admin fee / account holder | $32,150 | $6,331+407.8% | $6,020+434.1% | $5,651+468.9% |