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 | $108,481 | $64,480+68.2% | $81,382+33.3% | $80,856+34.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 16.82% | 16.34%+0.5pp | 24.73%-7.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,913 | $3,094+58.8% | $3,883+26.5% | $4,296+14.4% |
| Admin fee / account holder | $6,426 | $5,671+13.3% | $5,768+11.4% | $6,918-7.1% |