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 | $120,634 | $46,553+159.1% | $64,056+88.3% | $75,163+60.5% |
| Participation rate | 81.9% | 65.9%+16.0pp | 72.3%+9.6pp | 67.2%+14.7pp |
| Annual return | 16.37% | 26.03%-9.7pp | 33.69%-17.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,992 | $1,974+102.2% | $2,747+45.3% | $2,670+49.5% |
| Participant deferral / active EE | $5,250 | $2,837+85.1% | $3,880+35.3% | $4,125+27.3% |
| Admin fee / account holder | $6,016 | $2,952+103.8% | $3,068+96.1% | $5,651+6.5% |