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 7-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 | $190,341 | $81,460+133.7% | $103,333+84.2% | $80,856+135.4% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 18.42% | 25.55%-7.1pp | 24.88%-6.5pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,417 | $3,105-22.2% | $3,868-37.5% | $2,755-12.3% |
| Participant deferral / active EE | $10,225 | $3,869+164.3% | $5,057+102.2% | $4,296+138.0% |
| Admin fee / account holder | $10,323 | $6,566+57.2% | $8,355+23.6% | $6,918+49.2% |