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 | $154,537 | $64,324+140.2% | $118,925+29.9% | $79,858+93.5% |
| Participation rate | 84.1% | 64.9%+19.3pp | 75.4%+8.7pp | 69.6%+14.5pp |
| Annual return | 13.05% | 86.45%-73.4pp | 35.88%-22.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $5,146 | $1,836+180.3% | $3,263+57.7% | $2,471+108.3% |
| Participant deferral / active EE | $2,643 | $2,824-6.4% | $4,265-38.0% | $3,740-29.3% |
| Admin fee / account holder | $9,772 | $4,040+141.9% | $6,581+48.5% | $5,306+84.2% |