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 | $98,125 | $89,355+9.8% | $141,162-30.5% | $72,985+34.4% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 25.86% | 111.85%-86.0pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,097 | $3,114-32.7% | $4,735-55.7% | $2,440-14.1% |
| Participant deferral / active EE | $8,977 | $5,418+65.7% | $6,709+33.8% | $3,607+148.9% |
| Admin fee / account holder | $10,984 | $5,958+84.3% | $10,261+7.0% | $5,124+114.3% |