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 | $141,249 | $81,248+73.8% | $155,509-9.2% | $80,856+74.7% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.6%+27.7pp |
| Annual return | 14.79% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,220 | $3,100+36.1% | $4,672-9.7% | $2,755+53.2% |
| Participant deferral / active EE | $3,299 | $3,452-4.4% | $5,626-41.4% | $4,296-23.2% |
| Admin fee / account holder | $12,141 | $7,997+51.8% | $15,912-23.7% | $6,918+75.5% |