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 | $137,422 | $93,571+46.9% | $135,903+1.1% | $75,163+82.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 16.65% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,622 | $3,537-25.9% | $4,856-46.0% | $2,670-1.8% |
| Participant deferral / active EE | $9,052 | $6,404+41.3% | $7,758+16.7% | $4,125+119.4% |
| Admin fee / account holder | $14,463 | $6,975+107.3% | $10,762+34.4% | $5,651+155.9% |