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 | $143,186 | $101,724+40.8% | $164,813-13.1% | $80,856+77.1% |
| Participation rate | 82.1% | 71.8%+10.3pp | 78.6%+3.5pp | 67.6%+14.5pp |
| Annual return | 13.30% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,673 | $2,953+24.4% | $4,341-15.4% | $2,755+33.3% |
| Participant deferral / active EE | $7,687 | $4,477+71.7% | $6,031+27.4% | $4,296+78.9% |
| Admin fee / account holder | $35,416 | $8,227+330.5% | $12,690+179.1% | $6,918+411.9% |