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 | $121,142 | $79,944+51.5% | $98,439+23.1% | $75,163+61.2% |
| Participation rate | 93.2% | 70.4%+22.8pp | 75.2%+18.0pp | 67.2%+26.0pp |
| Annual return | 20.21% | 19.75%+0.5pp | 21.16%-0.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,742 | $2,264+21.1% | $3,048-10.0% | $2,670+2.7% |
| Participant deferral / active EE | $5,278 | $3,752+40.7% | $4,738+11.4% | $4,125+27.9% |
| Admin fee / account holder | $3,840 | $6,840-43.9% | $8,948-57.1% | $5,651-32.1% |