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 | $148,656 | $87,013+70.8% | $106,213+40.0% | $80,856+83.9% |
| Participation rate | 98.3% | 70.4%+27.8pp | 75.3%+23.0pp | 67.6%+30.6pp |
| Annual return | 19.08% | 17.05%+2.0pp | 116.14%-97.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $7,474 | $2,395+212.1% | $3,171+135.7% | $2,755+171.3% |
| Participant deferral / active EE | $7,940 | $3,986+99.2% | $5,016+58.3% | $4,296+84.8% |
| Admin fee / account holder | $4,852 | $8,431-42.5% | $11,033-56.0% | $6,918-29.9% |