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 | $114,078 | $73,933+54.3% | $96,683+18.0% | $75,163+51.8% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.3pp | 67.2%+30.5pp |
| Annual return | 14.53% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,592 | $2,928+56.9% | $3,737+22.9% | $2,670+72.0% |
| Participant deferral / active EE | $11,394 | $3,659+211.4% | $4,878+133.6% | $4,125+176.2% |
| Admin fee / account holder | $20,456 | $5,216+292.2% | $6,730+204.0% | $5,651+262.0% |