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 | $128,375 | $74,927+71.3% | $101,794+26.1% | $84,808+51.4% |
| Participation rate | 95.7% | 61.4%+34.2pp | 69.2%+26.5pp | 68.3%+27.3pp |
| Annual return | 15.41% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,122 | $1,522+39.5% | $2,289-7.3% | $2,631-19.3% |
| Participant deferral / active EE | $6,734 | $3,099+117.3% | $4,084+64.9% | $4,212+59.9% |
| Admin fee / account holder | $2,102 | $6,514-67.7% | $8,777-76.1% | $7,344-71.4% |