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 | $198,789 | $78,953+151.8% | $113,168+75.7% | - |
| Participation rate | 99.0% | 68.2%+30.8pp | 76.6%+22.4pp | - |
| Annual return | 16.88% | 14.87%+2.0pp | 24.27%-7.4pp | - |
| Employer contribution / active EE | $8,463 | $2,126+298.1% | $2,975+184.4% | - |
| Participant deferral / active EE | $7,748 | $4,324+79.2% | $5,107+51.7% | - |
| Admin fee / account holder | $7,226 | $5,008+44.3% | $12,068-40.1% | - |