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 | $84,240 | $77,634+8.5% | $156,549-46.2% | $62,891+33.9% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 8.75% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,992 | $3,444+74.0% | $5,501+8.9% | $2,281+162.7% |
| Participant deferral / active EE | $4,468 | $3,045+46.7% | $4,871-8.3% | $3,203+39.5% |
| Admin fee / account holder | $13,634 | $5,561+145.2% | $13,027+4.7% | $4,296+217.4% |