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 | $141,590 | $67,606+109.4% | $82,313+72.0% | $70,131+101.9% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 14.32% | 21.57%-7.2pp | 25.88%-11.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $475 | $1,755-72.9% | $2,428-80.4% | $2,342-79.7% |
| Participant deferral / active EE | $6,175 | $2,987+106.7% | $3,706+66.6% | $3,332+85.3% |
| Admin fee / account holder | $13,435 | $4,512+197.8% | $5,608+139.6% | $4,645+189.2% |