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 | $112,471 | $83,477+34.7% | $125,175-10.1% | $72,985+54.1% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 20.74% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $716 | $2,345-69.5% | $3,865-81.5% | $2,440-70.6% |
| Participant deferral / active EE | $6,349 | $3,585+77.1% | $4,937+28.6% | $3,607+76.0% |
| Admin fee / account holder | $1,031 | $5,517-81.3% | $9,702-89.4% | $5,124-79.9% |