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 | $103,931 | $226,064-54.0% | $182,532-43.1% | $152,861-32.0% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 20.03% | 192.51%-172.5pp | 148.54%-128.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,897 | $4,978-41.8% | $4,076-28.9% | $4,762-39.2% |
| Participant deferral / active EE | $14,003 | $6,368+119.9% | $5,524+153.5% | $5,850+139.4% |
| Admin fee / account holder | $1,450 | $10,703-86.4% | $8,592-83.1% | $11,596-87.5% |