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 | $111,526 | $148,978-25.1% | $200,582-44.4% | $84,808+31.5% |
| Participation rate | 97.6% | 84.2%+13.4pp | 86.9%+10.7pp | 68.3%+29.3pp |
| Annual return | 15.12% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,475 | $4,815-7.1% | $6,419-30.3% | $2,631+70.1% |
| Participant deferral / active EE | $4,014 | $7,142-43.8% | $9,331-57.0% | $4,212-4.7% |
| Admin fee / account holder | $606 | $13,977-95.7% | $16,305-96.3% | $7,344-91.7% |