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 | $145,212 | $109,881+32.2% | $150,045-3.2% | $84,808+71.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $9,017 | $3,561+153.2% | $4,693+92.1% | $2,631+242.7% |
| Participant deferral / active EE | $9,160 | $6,636+38.0% | $7,997+14.5% | $4,212+117.5% |
| Admin fee / account holder | $3,110 | $8,568-63.7% | $13,435-76.8% | $7,344-57.6% |