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 | $121,180 | $80,717+50.1% | $154,803-21.7% | $84,808+42.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.43% | 37.96%-17.5pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $6,370 | $2,761+130.7% | $4,305+48.0% | $2,631+142.1% |
| Participant deferral / active EE | $5,346 | $3,303+61.8% | $5,540-3.5% | $4,212+26.9% |
| Admin fee / account holder | $9,070 | $6,746+34.5% | $14,329-36.7% | $7,344+23.5% |