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 | $117,624 | $86,891+35.4% | $142,449-17.4% | $75,163+56.5% |
| Participation rate | 93.2% | 68.5%+24.7pp | 76.8%+16.4pp | 67.2%+26.0pp |
| Annual return | 15.57% | 23.31%-7.7pp | 19.99%-4.4pp | 160.62%-145.0pp |
| Employer contribution / active EE | $7,812 | $3,355+132.8% | $4,847+61.2% | $2,670+192.6% |
| Participant deferral / active EE | $10,275 | $4,938+108.1% | $6,283+63.5% | $4,125+149.1% |
| Admin fee / account holder | $13,114 | $7,299+79.7% | $10,011+31.0% | $5,651+132.1% |