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 | $106,626 | $58,828+81.2% | $77,999+36.7% | $62,891+69.5% |
| Participation rate | 71.1% | 71.1%0pp | 75.5%-4.5pp | 69.3%+1.7pp |
| Annual return | 7.03% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,439 | $1,672-13.9% | $2,470-41.8% | $2,281-36.9% |
| Participant deferral / active EE | $2,167 | $2,686-19.3% | $3,497-38.0% | $3,203-32.3% |
| Admin fee / account holder | $714 | $4,393-83.8% | $5,480-87.0% | $4,296-83.4% |