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 | $150,359 | $89,753+67.5% | $107,525+39.8% | $84,808+77.3% |
| Participation rate | 94.8% | 68.1%+26.8pp | 75.1%+19.8pp | 68.3%+26.5pp |
| Annual return | 17.00% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,838 | $3,113-8.8% | $3,754-24.4% | $2,631+7.9% |
| Participant deferral / active EE | $8,990 | $4,056+121.6% | $5,116+75.7% | $4,212+113.5% |
| Admin fee / account holder | $5,069 | $7,222-29.8% | $8,919-43.2% | $7,344-31.0% |