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 | $133,409 | $99,341+34.3% | $84,750+57.4% | $273,961-51.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.50% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $832 | $4,214-80.3% | $3,574-76.7% | $4,869-82.9% |
| Participant deferral / active EE | $12,000 | $4,269+181.1% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $1,181 | $6,644-82.2% | $5,332-77.9% | $10,132-88.3% |