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 | $123,029 | $101,724+20.9% | $164,813-25.4% | $80,856+52.2% |
| Participation rate | 95.7% | 71.8%+23.9pp | 78.6%+17.1pp | 67.6%+28.1pp |
| Annual return | 13.15% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.4pp |
| Employer contribution / active EE | $7,440 | $2,953+151.9% | $4,341+71.4% | $2,755+170.1% |
| Participant deferral / active EE | $4,519 | $4,477+0.9% | $6,031-25.1% | $4,296+5.2% |
| Admin fee / account holder | $24,209 | $8,227+194.3% | $12,690+90.8% | $6,918+249.9% |