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 | $143,552 | $54,705+162.4% | $71,209+101.6% | $84,808+69.3% |
| Participation rate | 76.1% | 64.1%+12.0pp | 73.8%+2.3pp | 68.3%+7.8pp |
| Annual return | 15.55% | 35.90%-20.3pp | 282.51%-267.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,947 | $2,158+36.6% | $2,721+8.3% | $2,631+12.0% |
| Participant deferral / active EE | $7,353 | $3,030+142.7% | $4,175+76.1% | $4,212+74.6% |
| Admin fee / account holder | $2,993 | $4,863-38.5% | $5,349-44.0% | $7,344-59.2% |