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 | $137,666 | $99,985+37.7% | $146,665-6.1% | $85,850+60.4% |
| Participation rate | 78.8% | 73.1%+5.8pp | 80.1%-1.2pp | 69.3%+9.5pp |
| Annual return | 18.25% | 18.93%-0.7pp | 22.74%-4.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $2,657 | $2,559+3.8% | $4,136-35.8% | $2,565+3.6% |
| Participant deferral / active EE | $5,607 | $4,006+40.0% | $5,506+1.8% | $3,952+41.9% |
| Admin fee / account holder | $3,626 | $7,702-52.9% | $10,280-64.7% | $6,260-42.1% |