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 | $131,648 | $57,541+128.8% | $95,745+37.5% | $75,163+75.1% |
| Participation rate | 74.2% | 62.5%+11.7pp | 72.3%+1.9pp | 67.2%+7.0pp |
| Annual return | 13.77% | 34.93%-21.2pp | 28.35%-14.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,970 | $1,808+9.0% | $2,835-30.5% | $2,670-26.2% |
| Participant deferral / active EE | $4,491 | $3,074+46.1% | $4,245+5.8% | $4,125+8.9% |
| Admin fee / account holder | $18,168 | $4,099+343.3% | $5,678+220.0% | $5,651+221.5% |