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 8-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 | $131,459 | $96,484+36.2% | $75,886+73.2% | $152,861-14.0% |
| Participation rate | 92.9% | 76.2%+16.7pp | 69.3%+23.6pp | 82.4%+10.4pp |
| Annual return | 35.03% | 33.98%+1.0pp | 30.76%+4.3pp | 345.32%-310.3pp |
| Employer contribution / active EE | $8,796 | $3,309+165.8% | $2,500+251.8% | $4,762+84.7% |
| Participant deferral / active EE | $15,153 | $4,553+232.8% | $3,603+320.6% | $5,850+159.0% |
| Admin fee / account holder | $1,049 | $8,078-87.0% | $5,418-80.6% | $11,596-91.0% |