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 | $89,830 | $80,717+11.3% | $154,803-42.0% | $84,808+5.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.59% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,362 | $2,761-14.5% | $4,305-45.1% | $2,631-10.2% |
| Participant deferral / active EE | $5,876 | $3,303+77.9% | $5,540+6.1% | $4,212+39.5% |
| Admin fee / account holder | $17,780 | $6,746+163.6% | $14,329+24.1% | $7,344+142.1% |