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 | $107,064 | $93,571+14.4% | $135,903-21.2% | $75,163+42.4% |
| Participation rate | 95.8% | 75.2%+20.7pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 21.77% | 30.90%-9.1pp | 68.23%-46.5pp | 160.62%-138.8pp |
| Employer contribution / active EE | $6,205 | $3,537+75.5% | $4,856+27.8% | $2,670+132.4% |
| Participant deferral / active EE | $8,853 | $6,404+38.2% | $7,758+14.1% | $4,125+114.6% |
| Admin fee / account holder | $2,122 | $6,975-69.6% | $10,762-80.3% | $5,651-62.4% |