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 | $107,733 | $79,700+35.2% | $153,485-29.8% | $74,495+44.6% |
| Participation rate | 84.0% | 69.8%+14.2pp | 77.1%+6.9pp | 67.2%+16.8pp |
| Annual return | 14.51% | 15.07%-0.6pp | 15.65%-1.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,402 | $4,016-40.2% | $5,039-52.3% | $2,623-8.4% |
| Participant deferral / active EE | $5,463 | $5,315+2.8% | $6,757-19.2% | $4,346+25.7% |
| Admin fee / account holder | $6,846 | $1,790+282.5% | $12,724-46.2% | $1,942+252.6% |