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 | $145,362 | $110,257+31.8% | $96,544+50.6% | $139,434+4.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.85% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,682 | $3,620+1.7% | $2,965+24.2% | $4,751-22.5% |
| Participant deferral / active EE | $8,881 | $5,548+60.1% | $4,851+83.1% | $6,710+32.3% |
| Admin fee / account holder | $12,722 | $11,591+9.8% | $8,252+54.2% | $11,403+11.6% |