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 | $101,472 | $77,899+30.3% | $149,673-32.2% | $75,163+35.0% |
| Participation rate | 78.0% | 65.6%+12.4pp | 78.8%-0.8pp | 67.2%+10.8pp |
| Annual return | 16.18% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,713 | $3,137-13.5% | $4,818-43.7% | $2,670+1.6% |
| Participant deferral / active EE | $4,732 | $3,411+38.7% | $5,680-16.7% | $4,125+14.7% |
| Admin fee / account holder | $18,392 | $5,956+208.8% | $13,210+39.2% | $5,651+225.5% |