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 | $121,824 | $72,277+68.6% | $101,248+20.3% | $79,858+52.6% |
| Participation rate | 93.9% | 68.5%+25.4pp | 75.8%+18.1pp | 69.6%+24.2pp |
| Annual return | 16.25% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,470 | $2,692-8.2% | $3,660-32.5% | $2,4710% |
| Participant deferral / active EE | $5,409 | $3,282+64.8% | $4,370+23.8% | $3,740+44.6% |
| Admin fee / account holder | $11,427 | $4,400+159.7% | $5,945+92.2% | $5,306+115.3% |