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 | $113,118 | $54,705+106.8% | $71,209+58.9% | $84,808+33.4% |
| Participation rate | 88.8% | 64.1%+24.7pp | 73.8%+15.0pp | 68.3%+20.4pp |
| Annual return | 15.90% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,748 | $2,158+166.4% | $2,721+111.3% | $2,631+118.5% |
| Participant deferral / active EE | $6,661 | $3,030+119.8% | $4,175+59.5% | $4,212+58.2% |
| Admin fee / account holder | $5,477 | $4,863+12.6% | $5,349+2.4% | $7,344-25.4% |