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 | $113,893 | $51,175+122.6% | $70,515+61.5% | $75,163+51.5% |
| Participation rate | 91.2% | 60.9%+30.2pp | 68.3%+22.8pp | 67.2%+24.0pp |
| Annual return | 17.13% | 30.02%-12.9pp | 32.77%-15.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,868 | $1,826+111.8% | $2,973+30.1% | $2,670+44.9% |
| Participant deferral / active EE | $8,386 | $2,849+194.3% | $4,567+83.6% | $4,125+103.3% |
| Admin fee / account holder | $796 | $4,091-80.5% | $6,412-87.6% | $5,651-85.9% |