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 | $108,798 | $107,452+1.3% | $91,541+18.9% | $142,382-23.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 16.57% | 22.06%-5.5pp | 20.50%-3.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,248 | $2,994+41.9% | $2,505+69.6% | $4,299-1.2% |
| Participant deferral / active EE | $10,413 | $4,754+119.0% | $4,008+159.8% | $6,507+60.0% |
| Admin fee / account holder | $2,239 | $8,834-74.7% | $6,956-67.8% | $12,624-82.3% |