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 | $108,161 | $95,803+12.9% | $113,168-4.4% | $84,808+27.5% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 17.02% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,661 | $2,360+55.1% | $2,975+23.1% | $2,631+39.2% |
| Participant deferral / active EE | $7,416 | $4,242+74.8% | $5,107+45.2% | $4,212+76.1% |
| Admin fee / account holder | $31,770 | $8,989+253.4% | $12,068+163.3% | $7,344+332.6% |