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 | $109,688 | $89,355+22.8% | $141,162-22.3% | $72,985+50.3% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 22.03% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,183 | $3,114+2.2% | $4,735-32.8% | $2,440+30.4% |
| Participant deferral / active EE | $8,091 | $5,418+49.3% | $6,709+20.6% | $3,607+124.3% |
| Admin fee / account holder | $8,207 | $5,958+37.7% | $10,261-20.0% | $5,124+60.2% |