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 | $139,589 | $57,354+143.4% | $83,848+66.5% | $64,186+117.5% |
| Participation rate | 92.9% | 68.6%+24.2pp | 76.1%+16.7pp | 69.6%+23.3pp |
| Annual return | 9.26% | 11.38%-2.1pp | 850.88%-841.6pp | 7.63%+1.6pp |
| Employer contribution / active EE | $17,827 | $2,545+600.4% | $3,631+391.0% | $2,381+648.8% |
| Participant deferral / active EE | $7,419 | $2,993+147.9% | $4,082+81.8% | $3,470+113.8% |
| Admin fee / account holder | $4,854 | $4,046+20.0% | $5,478-11.4% | $4,888-0.7% |