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 | $128,743 | $71,883+79.1% | $86,677+48.5% | $68,494+88.0% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.1pp |
| Annual return | 5.50% | 3.52%+2.0pp | 35.91%-30.4pp | -7.84%+13.3pp |
| Employer contribution / active EE | $7,483 | $2,173+244.4% | $2,836+163.8% | $2,596+188.2% |
| Participant deferral / active EE | $5,569 | $3,779+47.4% | $4,656+19.6% | $4,027+38.3% |
| Admin fee / account holder | $6,343 | $6,112+3.8% | $7,493-15.3% | $5,403+17.4% |