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 | $94,141 | $78,422+20.0% | $95,952-1.9% | $79,858+17.9% |
| Participation rate | 76.5% | 73.5%+3.0pp | 77.1%-0.6pp | 69.6%+6.8pp |
| Annual return | 12.33% | 19.37%-7.0pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,690 | $1,945-13.1% | $2,541-33.5% | $2,471-31.6% |
| Participant deferral / active EE | $4,280 | $3,440+24.4% | $4,167+2.7% | $3,740+14.4% |
| Admin fee / account holder | $10,588 | $5,622+88.3% | $6,795+55.8% | $5,306+99.5% |