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 | $134,479 | $101,724+32.2% | $164,813-18.4% | $80,856+66.3% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.6%+16.4pp |
| Annual return | 12.51% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $8,508 | $2,953+188.1% | $4,341+96.0% | $2,755+208.9% |
| Participant deferral / active EE | $9,387 | $4,477+109.7% | $6,031+55.6% | $4,296+118.5% |
| Admin fee / account holder | $33,621 | $8,227+308.6% | $12,690+164.9% | $6,918+386.0% |