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 | $129,773 | $65,041+99.5% | $90,951+42.7% | $79,858+62.5% |
| Participation rate | 85.4% | 61.6%+23.8pp | 69.0%+16.4pp | 69.6%+15.8pp |
| Annual return | 13.66% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $975 | $1,247-21.8% | $2,122-54.1% | $2,471-60.5% |
| Participant deferral / active EE | $4,414 | $2,512+75.7% | $3,373+30.9% | $3,740+18.0% |
| Admin fee / account holder | $6,185 | $4,536+36.3% | $5,959+3.8% | $5,306+16.6% |