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 | $118,789 | $65,365+81.7% | $92,893+27.9% | $72,985+62.8% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.5pp |
| Annual return | 23.12% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $16,074 | $2,594+519.6% | $3,653+340.1% | $2,440+558.8% |
| Participant deferral / active EE | $2,101 | $3,128-32.8% | $4,236-50.4% | $3,607-41.8% |
| Admin fee / account holder | $1,058 | $4,251-75.1% | $5,794-81.7% | $5,124-79.3% |