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 | $116,527 | $109,881+6.0% | $150,045-22.3% | $84,808+37.4% |
| Participation rate | 81.1% | 76.1%+5.0pp | 82.3%-1.2pp | 68.3%+12.8pp |
| Annual return | 14.67% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,617 | $3,561+1.6% | $4,693-22.9% | $2,631+37.5% |
| Participant deferral / active EE | $9,463 | $6,636+42.6% | $7,997+18.3% | $4,212+124.7% |
| Admin fee / account holder | $3,318 | $8,568-61.3% | $13,435-75.3% | $7,344-54.8% |