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 | $138,041 | $65,365+111.2% | $92,893+48.6% | $72,985+89.1% |
| Participation rate | 89.9% | 68.3%+21.5pp | 76.0%+13.9pp | 69.5%+20.4pp |
| Annual return | 23.21% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,911 | $2,594+89.3% | $3,653+34.5% | $2,440+101.3% |
| Participant deferral / active EE | $3,857 | $3,128+23.3% | $4,236-9.0% | $3,607+6.9% |
| Admin fee / account holder | $5,658 | $4,251+33.1% | $5,794-2.3% | $5,124+10.4% |