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 | $130,094 | $80,968+60.7% | $96,544+34.8% | $75,163+73.1% |
| Participation rate | 92.9% | 71.8%+21.1pp | 76.0%+16.9pp | 67.2%+25.7pp |
| Annual return | 18.00% | 27.06%-9.1pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,376 | $2,282+4.1% | $2,965-19.9% | $2,670-11.0% |
| Participant deferral / active EE | $5,617 | $3,928+43.0% | $4,851+15.8% | $4,125+36.2% |
| Admin fee / account holder | $4,106 | $6,724-38.9% | $8,252-50.2% | $5,651-27.3% |