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 | $137,832 | $101,724+35.5% | $164,813-16.4% | $80,856+70.5% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 14.17% | 16.72%-2.5pp | 69.93%-55.8pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,595 | $2,953+123.3% | $4,341+51.9% | $2,755+139.4% |
| Participant deferral / active EE | $9,458 | $4,477+111.3% | $6,031+56.8% | $4,296+120.2% |
| Admin fee / account holder | $21,451 | $8,227+160.7% | $12,690+69.0% | $6,918+210.1% |