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 | $184,499 | $181,894+1.4% | $156,549+17.9% | $273,961-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.11% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $8,505 | $6,248+36.1% | $5,501+54.6% | $4,869+74.7% |
| Participant deferral / active EE | $9,695 | $5,550+74.7% | $4,871+99.0% | $5,287+83.4% |
| Admin fee / account holder | $8,193 | $15,559-47.3% | $13,027-37.1% | $10,132-19.1% |