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 | $142,033 | $81,248+74.8% | $155,509-8.7% | $80,856+75.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.39% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,124 | $3,100-31.5% | $4,672-54.6% | $2,755-22.9% |
| Participant deferral / active EE | $5,694 | $3,452+65.0% | $5,626+1.2% | $4,296+32.6% |
| Admin fee / account holder | $6,028 | $7,997-24.6% | $15,912-62.1% | $6,918-12.9% |