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 5-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 | $130,341 | $106,515+22.4% | $96,683+34.8% | $139,434-6.5% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 12.08% | 38.43%-26.3pp | 35.69%-23.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,474 | $4,103-15.3% | $3,737-7.0% | $4,751-26.9% |
| Participant deferral / active EE | $8,299 | $5,454+52.2% | $4,878+70.1% | $6,710+23.7% |
| Admin fee / account holder | $6,860 | $7,877-12.9% | $6,730+1.9% | $11,403-39.8% |