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 | $143,083 | $95,416+50.0% | $185,823-23.0% | $85,850+66.7% |
| Participation rate | 81.9% | 68.8%+13.2pp | 81.7%+0.2pp | 69.3%+12.6pp |
| Annual return | 13.34% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $4,819 | $3,314+45.4% | $5,167-6.7% | $2,565+87.9% |
| Participant deferral / active EE | $5,441 | $3,423+58.9% | $5,568-2.3% | $3,952+37.7% |
| Admin fee / account holder | $19,895 | $7,213+175.8% | $16,237+22.5% | $6,260+217.8% |