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 | $111,477 | $148,534-24.9% | $135,903-18.0% | $139,434-20.0% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 17.72% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,463 | $5,243-33.9% | $4,856-28.7% | $4,751-27.1% |
| Participant deferral / active EE | $7,673 | $8,100-5.3% | $7,758-1.1% | $6,710+14.3% |
| Admin fee / account holder | $1,244 | $12,400-90.0% | $10,762-88.4% | $11,403-89.1% |