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 | $105,316 | $159,602-34.0% | $150,045-29.8% | $142,382-26.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 18.99% | 70.24%-51.2pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,604 | $4,961-7.2% | $4,693-1.9% | $4,299+7.1% |
| Participant deferral / active EE | $11,060 | $8,310+33.1% | $7,997+38.3% | $6,507+70.0% |
| Admin fee / account holder | $3,705 | $14,846-75.0% | $13,435-72.4% | $12,624-70.7% |