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 | $116,242 | $59,839+94.3% | $81,983+41.8% | $79,858+45.6% |
| Participation rate | 86.7% | 61.6%+25.0pp | 69.2%+17.4pp | 69.6%+17.0pp |
| Annual return | 13.65% | 17.56%-3.9pp | 41.31%-27.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,422 | $1,713+99.7% | $2,498+37.0% | $2,471+38.5% |
| Participant deferral / active EE | $6,955 | $2,695+158.1% | $3,722+86.9% | $3,740+86.0% |
| Admin fee / account holder | $19,476 | $4,287+354.3% | $5,664+243.9% | $5,306+267.0% |