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 | $109,916 | $73,933+48.7% | $96,683+13.7% | $75,163+46.2% |
| Participation rate | 75.3% | 66.4%+8.9pp | 74.3%+1.0pp | 67.2%+8.1pp |
| Annual return | 16.86% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,638 | $2,928+24.3% | $3,737-2.6% | $2,670+36.3% |
| Participant deferral / active EE | $5,004 | $3,659+36.8% | $4,878+2.6% | $4,125+21.3% |
| Admin fee / account holder | $8,642 | $5,216+65.7% | $6,730+28.4% | $5,651+52.9% |