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 | $132,764 | $73,933+79.6% | $96,683+37.3% | $75,163+76.6% |
| Participation rate | 91.5% | 66.4%+25.1pp | 74.3%+17.2pp | 67.2%+24.3pp |
| Annual return | 13.65% | 26.70%-13.1pp | 35.69%-22.0pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,997 | $2,928+2.4% | $3,737-19.8% | $2,670+12.3% |
| Participant deferral / active EE | $6,311 | $3,659+72.5% | $4,878+29.4% | $4,125+53.0% |
| Admin fee / account holder | $16,228 | $5,216+211.1% | $6,730+141.1% | $5,651+187.2% |