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 | $134,622 | $100,326+34.2% | $180,183-25.3% | $84,808+58.7% |
| Participation rate | 96.6% | 71.0%+25.6pp | 77.4%+19.2pp | 68.3%+28.3pp |
| Annual return | 15.70% | 17.86%-2.2pp | 27.86%-12.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,511 | $3,269+68.6% | $5,039+9.4% | $2,631+109.5% |
| Participant deferral / active EE | $7,035 | $5,066+38.9% | $6,822+3.1% | $4,212+67.0% |
| Admin fee / account holder | $11,236 | $9,674+16.1% | $19,975-43.7% | $7,344+53.0% |