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 | $216,501 | $80,968+167.4% | $96,544+124.3% | $75,163+188.0% |
| Participation rate | 80.3% | 71.8%+8.5pp | 76.0%+4.3pp | 67.2%+13.1pp |
| Annual return | 14.20% | 27.06%-12.9pp | 25.84%-11.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,718 | $2,282+19.1% | $2,965-8.3% | $2,670+1.8% |
| Participant deferral / active EE | $7,277 | $3,928+85.3% | $4,851+50.0% | $4,125+76.4% |
| Admin fee / account holder | $5,587 | $6,724-16.9% | $8,252-32.3% | $5,651-1.1% |