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 | $118,481 | $135,952-12.9% | $123,892-4.4% | $273,961-56.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.06% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,500 | $5,170-32.3% | $4,617-24.2% | $4,869-28.1% |
| Participant deferral / active EE | $10,042 | $6,343+58.3% | $5,984+67.8% | $5,287+89.9% |
| Admin fee / account holder | $4,258 | $9,817-56.6% | $8,357-49.0% | $10,132-58.0% |