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 | $73,487 | $68,719+6.9% | $91,541-19.7% | $84,808-13.3% |
| Participation rate | 94.8% | 64.5%+30.3pp | 69.8%+25.1pp | 68.3%+26.5pp |
| Annual return | 16.92% | 19.12%-2.2pp | 20.50%-3.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,708 | $1,920+145.3% | $2,505+88.0% | $2,631+79.0% |
| Participant deferral / active EE | $5,591 | $3,136+78.3% | $4,008+39.5% | $4,212+32.7% |
| Admin fee / account holder | $4,524 | $5,786-21.8% | $6,956-35.0% | $7,344-38.4% |