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 | $115,958 | $77,899+48.9% | $149,673-22.5% | $75,163+54.3% |
| Participation rate | 80.8% | 65.6%+15.2pp | 78.8%+2.0pp | 67.2%+13.6pp |
| Annual return | 15.17% | 31.72%-16.6pp | 134.42%-119.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $4,038 | $3,137+28.7% | $4,818-16.2% | $2,670+51.3% |
| Participant deferral / active EE | $5,360 | $3,411+57.1% | $5,680-5.6% | $4,125+29.9% |
| Admin fee / account holder | $1,138 | $5,956-80.9% | $13,210-91.4% | $5,651-79.9% |