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 | $111,536 | $89,753+24.3% | $107,525+3.7% | $84,808+31.5% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 28.41% | 29.48%-1.1pp | 181.32%-152.9pp | 40.90%-12.5pp |
| Employer contribution / active EE | $4,112 | $3,113+32.1% | $3,754+9.5% | $2,631+56.3% |
| Participant deferral / active EE | $9,905 | $4,056+144.2% | $5,116+93.6% | $4,212+135.2% |
| Admin fee / account holder | $16,536 | $7,222+129.0% | $8,919+85.4% | $7,344+125.2% |