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 | $108,076 | $81,208+33.1% | $98,907+9.3% | $79,858+35.3% |
| Participation rate | 85.1% | 72.5%+12.6pp | 76.0%+9.1pp | 69.6%+15.5pp |
| Annual return | 35.08% | 60.99%-25.9pp | 196.43%-161.3pp | 31.71%+3.4pp |
| Employer contribution / active EE | $2,094 | $1,960+6.9% | $2,689-22.1% | $2,471-15.2% |
| Participant deferral / active EE | $3,270 | $3,265+0.2% | $4,244-23.0% | $3,740-12.6% |
| Admin fee / account holder | $9,712 | $6,013+61.5% | $6,642+46.2% | $5,306+83.0% |