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 | $110,492 | $93,571+18.1% | $135,903-18.7% | $75,163+47.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.70% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,728 | $3,537+5.4% | $4,856-23.2% | $2,670+39.7% |
| Participant deferral / active EE | $7,432 | $6,404+16.1% | $7,758-4.2% | $4,125+80.2% |
| Admin fee / account holder | $8,407 | $6,975+20.5% | $10,762-21.9% | $5,651+48.8% |