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 | $110,629 | $109,881+0.7% | $150,045-26.3% | $84,808+30.4% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 14.91% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $831 | $3,561-76.7% | $4,693-82.3% | $2,631-68.4% |
| Participant deferral / active EE | $10,475 | $6,636+57.9% | $7,997+31.0% | $4,212+148.7% |
| Admin fee / account holder | $591 | $8,568-93.1% | $13,435-95.6% | $7,344-92.0% |