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 | $134,520 | $109,881+22.4% | $150,045-10.3% | $84,808+58.6% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.9pp | 68.3%+27.9pp |
| Annual return | 21.70% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $6,031 | $3,561+69.3% | $4,693+28.5% | $2,631+129.2% |
| Participant deferral / active EE | $14,663 | $6,636+121.0% | $7,997+83.4% | $4,212+248.2% |
| Admin fee / account holder | $8,341 | $8,568-2.6% | $13,435-37.9% | $7,344+13.6% |