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 | $117,996 | $95,803+23.2% | $113,168+4.3% | $84,808+39.1% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 13.73% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,328 | $2,360+83.4% | $2,975+45.5% | $2,631+64.5% |
| Participant deferral / active EE | $7,083 | $4,242+67.0% | $5,107+38.7% | $4,212+68.2% |
| Admin fee / account holder | $25,079 | $8,989+179.0% | $12,068+107.8% | $7,344+241.5% |