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 | $121,425 | $79,944+51.9% | $98,439+23.3% | $75,163+61.5% |
| Participation rate | 90.6% | 70.4%+20.3pp | 75.2%+15.5pp | 67.2%+23.4pp |
| Annual return | 18.81% | 19.75%-0.9pp | 21.16%-2.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,394 | $2,264-38.4% | $3,048-54.3% | $2,670-47.8% |
| Participant deferral / active EE | $7,386 | $3,752+96.9% | $4,738+55.9% | $4,125+79.1% |
| Admin fee / account holder | $943 | $6,840-86.2% | $8,948-89.5% | $5,651-83.3% |