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 | $99,138 | $74,888+32.4% | $71,209+39.2% | $142,382-30.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 19.13% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,292 | $2,854+15.3% | $2,721+21.0% | $4,299-23.4% |
| Participant deferral / active EE | $7,326 | $4,454+64.5% | $4,175+75.5% | $6,507+12.6% |
| Admin fee / account holder | $1,077 | $5,568-80.7% | $5,349-79.9% | $12,624-91.5% |