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 | $139,120 | $86,929+60.0% | $102,423+35.8% | $80,856+72.1% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+23.0pp |
| Annual return | 16.27% | 18.88%-2.6pp | 29.32%-13.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,174 | $2,369+33.9% | $3,023+5.0% | $2,755+15.2% |
| Participant deferral / active EE | $11,357 | $4,118+175.8% | $5,053+124.8% | $4,296+164.4% |
| Admin fee / account holder | $13,865 | $8,049+72.3% | $9,451+46.7% | $6,918+100.4% |