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 | $106,518 | $77,419+37.6% | $69,455+53.4% | $152,861-30.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 74.6%+10.0pp | 82.4%+2.2pp |
| Annual return | 14.58% | 39.06%-24.5pp | 28.97%-14.4pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,119 | $3,315-36.1% | $2,779-23.7% | $4,762-55.5% |
| Participant deferral / active EE | $4,873 | $4,414+10.4% | $3,535+37.8% | $5,850-16.7% |
| Admin fee / account holder | $1,111 | $6,207-82.1% | $3,839-71.1% | $11,596-90.4% |