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 | $94,811 | $58,208+62.9% | $81,812+15.9% | $80,856+17.3% |
| Participation rate | 70.6% | 63.4%+7.2pp | 72.3%-1.8pp | 67.6%+3.0pp |
| Annual return | 13.24% | 41.66%-28.4pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,250 | $2,340+38.9% | $2,912+11.6% | $2,755+18.0% |
| Participant deferral / active EE | $5,267 | $3,281+60.5% | $4,319+22.0% | $4,296+22.6% |
| Admin fee / account holder | $4,660 | $4,981-6.5% | $7,386-36.9% | $6,918-32.6% |