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 | $125,708 | $79,944+57.2% | $98,439+27.7% | $75,163+67.2% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.2%+16.8pp | 67.2%+24.8pp |
| Annual return | 17.92% | 19.75%-1.8pp | 21.16%-3.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $5,140 | $2,264+127.1% | $3,048+68.6% | $2,670+92.5% |
| Participant deferral / active EE | $7,005 | $3,752+86.7% | $4,738+47.9% | $4,125+69.8% |
| Admin fee / account holder | $13,144 | $6,840+92.2% | $8,948+46.9% | $5,651+132.6% |