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 | $116,374 | $109,881+5.9% | $150,045-22.4% | $84,808+37.2% |
| Participation rate | 85.0% | 76.1%+8.9pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 16.11% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,136 | $3,561+16.1% | $4,693-11.9% | $2,631+57.2% |
| Participant deferral / active EE | $6,579 | $6,636-0.9% | $7,997-17.7% | $4,212+56.2% |
| Admin fee / account holder | $10,109 | $8,568+18.0% | $13,435-24.8% | $7,344+37.7% |