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 | $134,018 | $81,460+64.5% | $103,333+29.7% | $80,856+65.7% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 20.31% | 25.55%-5.2pp | 24.88%-4.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $8,288 | $3,105+166.9% | $3,868+114.3% | $2,755+200.9% |
| Participant deferral / active EE | $10,640 | $3,869+175.0% | $5,057+110.4% | $4,296+147.7% |
| Admin fee / account holder | $1,388 | $6,566-78.9% | $8,355-83.4% | $6,918-79.9% |