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 | $117,889 | $56,053+110.3% | $75,972+55.2% | $80,856+45.8% |
| Participation rate | 82.7% | 62.0%+20.7pp | 69.1%+13.6pp | 67.6%+15.1pp |
| Annual return | 10.61% | 20.53%-9.9pp | 359.55%-348.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,188 | $1,874+16.8% | $2,685-18.5% | $2,755-20.6% |
| Participant deferral / active EE | $9,400 | $3,052+208.0% | $4,255+120.9% | $4,296+118.8% |
| Admin fee / account holder | $55,052 | $5,234+951.9% | $6,467+751.3% | $6,918+695.8% |