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 | $188,561 | $80,968+132.9% | $96,544+95.3% | $75,163+150.9% |
| Participation rate | 76.6% | 71.8%+4.8pp | 76.0%+0.6pp | 67.2%+9.4pp |
| Annual return | 20.71% | 27.06%-6.4pp | 25.84%-5.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,027 | $2,282-11.2% | $2,965-31.6% | $2,670-24.1% |
| Participant deferral / active EE | $7,753 | $3,928+97.4% | $4,851+59.8% | $4,125+87.9% |
| Admin fee / account holder | $5,459 | $6,724-18.8% | $8,252-33.8% | $5,651-3.4% |