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 9-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 | $187,004 | $211,958-11.8% | $169,463+10.4% | $135,375+38.1% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | 7.86% | 3.26%+4.6pp | 1.83%+6.0pp | 519.73%-511.9pp |
| Employer contribution / active EE | $2,175 | $5,120-57.5% | $4,159-47.7% | $4,779-54.5% |
| Participant deferral / active EE | $11,083 | $6,075+82.4% | $5,277+110.0% | $5,609+97.6% |
| Admin fee / account holder | $2,993 | $11,471-73.9% | $9,109-67.1% | $10,827-72.4% |