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 | $124,505 | $78,422+58.8% | $95,952+29.8% | $79,858+55.9% |
| Participation rate | 95.0% | 73.5%+21.5pp | 77.1%+17.9pp | 69.6%+25.4pp |
| Annual return | 18.24% | 19.37%-1.1pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,739 | $1,945+40.8% | $2,541+7.8% | $2,471+10.9% |
| Participant deferral / active EE | $5,517 | $3,440+60.4% | $4,167+32.4% | $3,740+47.5% |
| Admin fee / account holder | $921 | $5,622-83.6% | $6,795-86.5% | $5,306-82.7% |