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 | $98,715 | $73,933+33.5% | $96,683+2.1% | $75,163+31.3% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 14.75% | 26.70%-12.0pp | 35.69%-20.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $6,636 | $2,928+126.7% | $3,737+77.6% | $2,670+148.6% |
| Participant deferral / active EE | $2,355 | $3,659-35.6% | $4,878-51.7% | $4,125-42.9% |
| Admin fee / account holder | $2,062 | $5,216-60.5% | $6,730-69.4% | $5,651-63.5% |