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 | $70,559 | $60,022+17.6% | $88,946-20.7% | $84,808-16.8% |
| Participation rate | 93.3% | 57.8%+35.5pp | 68.8%+24.5pp | 68.3%+25.0pp |
| Annual return | 13.73% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,529 | $1,703+107.3% | $2,555+38.1% | $2,631+34.1% |
| Participant deferral / active EE | $3,153 | $3,114+1.3% | $4,581-31.2% | $4,212-25.1% |
| Admin fee / account holder | $4,124 | $4,811-14.3% | $8,261-50.1% | $7,344-43.8% |