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 | $105,925 | $109,359-3.1% | $162,163-34.7% | $72,985+45.1% |
| Participation rate | 96.2% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.7pp |
| Annual return | 21.15% | 25.46%-4.3pp | 115.59%-94.4pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,355 | $3,907-14.1% | $5,614-40.2% | $2,440+37.5% |
| Participant deferral / active EE | $6,679 | $5,481+21.9% | $7,298-8.5% | $3,607+85.1% |
| Admin fee / account holder | $5,564 | $7,972-30.2% | $10,843-48.7% | $5,124+8.6% |