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 | $132,457 | $93,571+41.6% | $135,903-2.5% | $75,163+76.2% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 17.71% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $7,778 | $3,537+119.9% | $4,856+60.2% | $2,670+191.3% |
| Participant deferral / active EE | $8,441 | $6,404+31.8% | $7,758+8.8% | $4,125+104.6% |
| Admin fee / account holder | $13,439 | $6,975+92.7% | $10,762+24.9% | $5,651+137.8% |