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 | $136,433 | $65,041+109.8% | $90,951+50.0% | $79,858+70.8% |
| Participation rate | 93.5% | 61.6%+31.9pp | 69.0%+24.5pp | 69.6%+23.9pp |
| Annual return | 21.53% | 30.45%-8.9pp | 134.60%-113.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $3,914 | $1,247+213.8% | $2,122+84.5% | $2,471+58.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $25,554 | $4,536+463.3% | $5,959+328.9% | $5,306+381.6% |