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 | $137,797 | $89,355+54.2% | $141,162-2.4% | $72,985+88.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 24.48% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,449 | $3,114+10.8% | $4,735-27.2% | $2,440+41.4% |
| Participant deferral / active EE | $10,322 | $5,418+90.5% | $6,709+53.9% | $3,607+186.1% |
| Admin fee / account holder | $5,526 | $5,958-7.2% | $10,261-46.1% | $5,124+7.8% |