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 | $107,776 | $95,266+13.1% | $82,389+30.8% | $142,382-24.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.13% | 25.74%-8.6pp | 28.67%-11.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $733 | $2,991-75.5% | $2,517-70.9% | $4,299-82.9% |
| Participant deferral / active EE | $4,756 | $4,809-1.1% | $4,155+14.5% | $6,507-26.9% |
| Admin fee / account holder | $14,405 | $8,563+68.2% | $7,231+99.2% | $12,624+14.1% |