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 | $134,252 | $79,944+67.9% | $98,439+36.4% | $75,163+78.6% |
| Participation rate | 72.2% | 70.4%+1.9pp | 75.2%-2.9pp | 67.2%+5.0pp |
| Annual return | 13.86% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,397 | $2,264-38.3% | $3,048-54.2% | $2,670-47.7% |
| Participant deferral / active EE | $4,701 | $3,752+25.3% | $4,738-0.8% | $4,125+14.0% |
| Admin fee / account holder | $17,212 | $6,840+151.6% | $8,948+92.4% | $5,651+204.6% |