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 | $134,170 | $80,717+66.2% | $154,803-13.3% | $84,808+58.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 83.08% | 37.96%+45.1pp | 58.88%+24.2pp | 40.90%+42.2pp |
| Employer contribution / active EE | $3,168 | $2,761+14.7% | $4,305-26.4% | $2,631+20.4% |
| Participant deferral / active EE | $4,859 | $3,303+47.1% | $5,540-12.3% | $4,212+15.4% |
| Admin fee / account holder | $2,730 | $6,746-59.5% | $14,329-80.9% | $7,344-62.8% |