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 | $140,200 | $95,803+46.3% | $113,168+23.9% | $84,808+65.3% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 15.94% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,382 | $2,360+170.4% | $2,975+114.5% | $2,631+142.6% |
| Participant deferral / active EE | $5,363 | $4,242+26.4% | $5,107+5.0% | $4,212+27.3% |
| Admin fee / account holder | $6,412 | $8,989-28.7% | $12,068-46.9% | $7,344-12.7% |