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 | $138,553 | $65,041+113.0% | $90,951+52.3% | $79,858+73.5% |
| Participation rate | 72.5% | 61.6%+10.9pp | 69.0%+3.5pp | 69.6%+2.9pp |
| Annual return | 12.22% | 30.45%-18.2pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,513 | $1,247+21.3% | $2,122-28.7% | $2,471-38.8% |
| Participant deferral / active EE | $4,356 | $2,512+73.4% | $3,373+29.2% | $3,740+16.5% |
| Admin fee / account holder | $23,302 | $4,536+413.7% | $5,959+291.1% | $5,306+339.1% |