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 | $137,100 | $78,422+74.8% | $95,952+42.9% | $79,858+71.7% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.9pp |
| Annual return | 17.14% | 19.37%-2.2pp | 91.61%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $610 | $1,945-68.6% | $2,541-76.0% | $2,471-75.3% |
| Participant deferral / active EE | $3,874 | $3,440+12.6% | $4,167-7.0% | $3,740+3.6% |
| Admin fee / account holder | $3,783 | $5,622-32.7% | $6,795-44.3% | $5,306-28.7% |