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 5-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 | $102,612 | $48,795+110.3% | $65,493+56.7% | $84,808+21.0% |
| Participation rate | 87.5% | 67.0%+20.5pp | 73.1%+14.4pp | 68.3%+19.2pp |
| Annual return | 15.00% | 20.20%-5.2pp | 982.45%-967.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,753 | $1,930+94.5% | $2,574+45.8% | $2,631+42.6% |
| Participant deferral / active EE | $3,597 | $2,928+22.8% | $3,961-9.2% | $4,212-14.6% |
| Admin fee / account holder | $5,384 | $3,877+38.9% | $5,028+7.1% | $7,344-26.7% |