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 | $130,451 | $94,625+37.9% | $116,228+12.2% | $84,808+53.8% |
| Participation rate | 91.9% | 70.4%+21.4pp | 74.6%+17.3pp | 68.3%+23.6pp |
| Annual return | 18.21% | 20.40%-2.2pp | 90.06%-71.8pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,920 | $2,347+109.7% | $2,994+64.3% | $2,631+87.0% |
| Participant deferral / active EE | $12,490 | $3,972+214.5% | $4,953+152.2% | $4,212+196.6% |
| Admin fee / account holder | $842 | $10,091-91.7% | $11,989-93.0% | $7,344-88.5% |