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 | $139,688 | $83,477+67.3% | $125,175+11.6% | $72,985+91.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.97% | 25.78%-0.8pp | 43.79%-18.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $4,545 | $2,345+93.8% | $3,865+17.6% | $2,440+86.3% |
| Participant deferral / active EE | $7,561 | $3,585+110.9% | $4,937+53.2% | $3,607+109.6% |
| Admin fee / account holder | $1,905 | $5,517-65.5% | $9,702-80.4% | $5,124-62.8% |