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 | $110,858 | $86,286+28.5% | $111,297-0.4% | $85,850+29.1% |
| Participation rate | 96.4% | 73.3%+23.0pp | 77.3%+19.1pp | 69.3%+27.0pp |
| Annual return | 12.84% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,688 | $2,043+31.6% | $2,731-1.6% | $2,565+4.8% |
| Participant deferral / active EE | $6,211 | $3,641+70.6% | $4,487+38.4% | $3,952+57.2% |
| Admin fee / account holder | $8,887 | $8,188+8.5% | $7,964+11.6% | $6,260+42.0% |