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 5-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 | $107,715 | $77,314+39.3% | $177,989-39.5% | $80,856+33.2% |
| Participation rate | 94.9% | 65.7%+29.2pp | 77.1%+17.8pp | 67.6%+27.2pp |
| Annual return | 13.70% | 18.09%-4.4pp | 294.48%-280.8pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,542 | $4,411+116.3% | $6,276+52.0% | $4,296+122.1% |
| Admin fee / account holder | $2,465 | $7,191-65.7% | $10,363-76.2% | $6,918-64.4% |