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 | $139,664 | $89,753+55.6% | $107,525+29.9% | $84,808+64.7% |
| Participation rate | 82.5% | 68.1%+14.5pp | 75.1%+7.5pp | 68.3%+14.2pp |
| Annual return | 13.40% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,138 | $3,113-31.3% | $3,754-43.0% | $2,631-18.7% |
| Participant deferral / active EE | $3,403 | $4,056-16.1% | $5,116-33.5% | $4,212-19.2% |
| Admin fee / account holder | $18,651 | $7,222+158.2% | $8,919+109.1% | $7,344+154.0% |