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 | $138,602 | $60,022+130.9% | $88,946+55.8% | $84,808+63.4% |
| Participation rate | 89.2% | 57.8%+31.3pp | 68.8%+20.3pp | 68.3%+20.9pp |
| Annual return | 18.10% | 22.43%-4.3pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,588 | $1,703+110.7% | $2,555+40.4% | $2,631+36.4% |
| Participant deferral / active EE | $7,352 | $3,114+136.1% | $4,581+60.5% | $4,212+74.6% |
| Admin fee / account holder | $13,681 | $4,811+184.4% | $8,261+65.6% | $7,344+86.3% |