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 | $102,741 | $63,346+62.2% | $92,233+11.4% | $70,131+46.5% |
| Participation rate | 90.3% | 68.7%+21.6pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 18.61% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,817 | $2,471+14.0% | $3,679-23.4% | $2,342+20.3% |
| Participant deferral / active EE | $3,764 | $2,854+31.9% | $3,897-3.4% | $3,332+13.0% |
| Admin fee / account holder | $1,635 | $3,840-57.4% | $5,194-68.5% | $4,645-64.8% |