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 | $131,553 | $91,190+44.3% | $178,490-26.3% | $79,858+64.7% |
| Participation rate | 81.1% | 69.2%+11.9pp | 81.9%-0.8pp | 69.6%+11.4pp |
| Annual return | 18.94% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $949 | $3,256-70.9% | $5,011-81.1% | $2,471-61.6% |
| Participant deferral / active EE | $5,097 | $3,236+57.5% | $5,202-2.0% | $3,740+36.3% |
| Admin fee / account holder | $17,121 | $6,751+153.6% | $13,984+22.4% | $5,306+222.7% |