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 4-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 | $132,446 | $95,803+38.2% | $113,168+17.0% | $84,808+56.2% |
| Participation rate | 70.3% | 72.9%-2.6pp | 76.6%-6.3pp | 68.3%+2.0pp |
| Annual return | 17.63% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,364 | $2,360+84.9% | $2,975+46.7% | $2,631+65.9% |
| Participant deferral / active EE | $7,999 | $4,242+88.6% | $5,107+56.6% | $4,212+89.9% |
| Admin fee / account holder | $884 | $8,989-90.2% | $12,068-92.7% | $7,344-88.0% |