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 4-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 | $133,329 | $101,724+31.1% | $164,813-19.1% | $80,856+64.9% |
| Participation rate | 92.4% | 71.8%+20.6pp | 78.6%+13.8pp | 67.6%+24.8pp |
| Annual return | 18.19% | 16.72%+1.5pp | 69.93%-51.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $7,529 | $2,953+154.9% | $4,341+73.5% | $2,755+173.3% |
| Participant deferral / active EE | $9,039 | $4,477+101.9% | $6,031+49.9% | $4,296+110.4% |
| Admin fee / account holder | $23,162 | $8,227+181.5% | $12,690+82.5% | $6,918+234.8% |