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 | $119,059 | $78,422+51.8% | $95,952+24.1% | $79,858+49.1% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.3pp |
| Annual return | 12.59% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,082 | $1,945+109.8% | $2,541+60.6% | $2,471+65.2% |
| Participant deferral / active EE | $3,187 | $3,440-7.3% | $4,167-23.5% | $3,740-14.8% |
| Admin fee / account holder | $921 | $5,622-83.6% | $6,795-86.4% | $5,306-82.6% |