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 9-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 | $109,382 | $109,881-0.5% | $150,045-27.1% | $84,808+29.0% |
| Participation rate | 91.0% | 76.1%+15.0pp | 82.3%+8.7pp | 68.3%+22.7pp |
| Annual return | 19.98% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,999 | $3,561+12.3% | $4,693-14.8% | $2,631+52.0% |
| Participant deferral / active EE | $11,743 | $6,636+77.0% | $7,997+46.8% | $4,212+178.8% |
| Admin fee / account holder | $5,562 | $8,568-35.1% | $13,435-58.6% | $7,344-24.3% |