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 | $125,330 | $24,730+406.8% | $66,042+89.8% | $84,808+47.8% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 68.3%+19.2pp |
| Annual return | 24.19% | 79.55%-55.4pp | 52.11%-27.9pp | 40.90%-16.7pp |
| Employer contribution / active EE | $4,396 | $857+413.2% | $1,579+178.4% | $2,631+67.1% |
| Participant deferral / active EE | $6,832 | $1,737+293.3% | $2,835+140.9% | $4,212+62.2% |
| Admin fee / account holder | $3,904 | $3,014+29.5% | $5,747-32.1% | $7,344-46.8% |