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 | $133,377 | $54,705+143.8% | $71,209+87.3% | $84,808+57.3% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.8%+16.6pp | 68.3%+22.0pp |
| Annual return | 15.69% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,765 | $2,158+259.9% | $2,721+185.4% | $2,631+195.1% |
| Participant deferral / active EE | $3,542 | $3,030+16.9% | $4,175-15.2% | $4,212-15.9% |
| Admin fee / account holder | $6,897 | $4,863+41.8% | $5,349+28.9% | $7,344-6.1% |