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 | $116,302 | $109,881+5.8% | $150,045-22.5% | $84,808+37.1% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 15.35% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,413 | $3,561-4.2% | $4,693-27.3% | $2,631+29.7% |
| Participant deferral / active EE | $9,450 | $6,636+42.4% | $7,997+18.2% | $4,212+124.4% |
| Admin fee / account holder | $8,733 | $8,568+1.9% | $13,435-35.0% | $7,344+18.9% |