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 | $140,808 | $101,724+38.4% | $164,813-14.6% | $80,856+74.1% |
| Participation rate | 89.9% | 71.8%+18.1pp | 78.6%+11.3pp | 67.6%+22.2pp |
| Annual return | 16.21% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,638 | $2,953+57.1% | $4,341+6.9% | $2,755+68.4% |
| Participant deferral / active EE | $9,495 | $4,477+112.1% | $6,031+57.4% | $4,296+121.0% |
| Admin fee / account holder | $3,880 | $8,227-52.8% | $12,690-69.4% | $6,918-43.9% |