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 | $97,225 | $56,317+72.6% | $71,209+36.5% | $74,304+30.8% |
| Participation rate | 94.1% | 55.1%+39.0pp | 73.8%+20.4pp | 60.3%+33.8pp |
| Annual return | 16.26% | 42.83%-26.6pp | 282.51%-266.2pp | 29.43%-13.2pp |
| Employer contribution / active EE | $4,132 | $2,160+91.3% | $2,721+51.9% | $2,241+84.4% |
| Participant deferral / active EE | $5,096 | $2,788+82.8% | $4,175+22.1% | $3,767+35.3% |
| Admin fee / account holder | $5,107 | $2,290+123.0% | $5,349-4.5% | $2,969+72.0% |