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 9-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 | $95,127 | $80,717+17.9% | $154,803-38.5% | $84,808+12.2% |
| Participation rate | 81.0% | 66.8%+14.2pp | 78.1%+3.0pp | 68.3%+12.7pp |
| Annual return | 42.91% | 37.96%+5.0pp | 58.88%-16.0pp | 40.90%+2.0pp |
| Employer contribution / active EE | $2,364 | $2,761-14.4% | $4,305-45.1% | $2,631-10.1% |
| Participant deferral / active EE | $5,281 | $3,303+59.9% | $5,540-4.7% | $4,212+25.4% |
| Admin fee / account holder | $4,147 | $6,746-38.5% | $14,329-71.1% | $7,344-43.5% |