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 | $121,771 | $65,041+87.2% | $90,951+33.9% | $79,858+52.5% |
| Participation rate | 89.3% | 61.6%+27.7pp | 69.0%+20.3pp | 69.6%+19.7pp |
| Annual return | 17.13% | 30.45%-13.3pp | 134.60%-117.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $462 | $1,247-62.9% | $2,122-78.2% | $2,471-81.3% |
| Participant deferral / active EE | $4,444 | $2,512+76.9% | $3,373+31.8% | $3,740+18.8% |
| Admin fee / account holder | $1,051 | $4,536-76.8% | $5,959-82.4% | $5,306-80.2% |