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 | $119,184 | $56,317+111.6% | $71,209+67.4% | $74,304+60.4% |
| Participation rate | 93.6% | 55.1%+38.5pp | 73.8%+19.9pp | 60.3%+33.3pp |
| Annual return | 14.42% | 42.83%-28.4pp | 282.51%-268.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $10,683 | $2,160+394.6% | $2,721+292.6% | $2,241+376.7% |
| Participant deferral / active EE | $8,672 | $2,788+211.1% | $4,175+107.7% | $3,767+130.2% |
| Admin fee / account holder | $12,897 | $2,290+463.3% | $5,349+141.1% | $2,969+334.4% |