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 | $145,253 | $98,750+47.1% | $149,696-3.0% | $79,858+81.9% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 24.32% | 27.43%-3.1pp | 276.60%-252.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $4,301 | $3,216+33.7% | $4,644-7.4% | $2,471+74.1% |
| Participant deferral / active EE | $9,039 | $5,680+59.1% | $6,842+32.1% | $3,740+141.7% |
| Admin fee / account holder | $2,407 | $6,053-60.2% | $9,309-74.1% | $5,306-54.6% |