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 4-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 | $129,940 | $89,753+44.8% | $107,525+20.8% | $84,808+53.2% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 17.05% | 29.48%-12.4pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,696 | $3,113+147.2% | $3,754+105.0% | $2,631+192.5% |
| Participant deferral / active EE | $7,197 | $4,056+77.4% | $5,116+40.7% | $4,212+70.9% |
| Admin fee / account holder | $2,280 | $7,222-68.4% | $8,919-74.4% | $7,344-68.9% |