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 | $114,851 | $109,413+5.0% | $156,263-26.5% | $84,808+35.4% |
| Participation rate | 94.3% | 72.7%+21.6pp | 78.9%+15.4pp | 68.3%+26.0pp |
| Annual return | 14.54% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,777 | $2,907+98.7% | $4,333+33.3% | $2,631+119.6% |
| Participant deferral / active EE | $10,332 | $4,590+125.1% | $6,158+67.8% | $4,212+145.3% |
| Admin fee / account holder | $91,935 | $9,357+882.6% | $14,255+544.9% | $7,344+1151.9% |