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 | $135,527 | $68,719+97.2% | $91,541+48.1% | $84,808+59.8% |
| Participation rate | 90.0% | 64.5%+25.5pp | 69.8%+20.2pp | 68.3%+21.7pp |
| Annual return | 13.18% | 19.12%-5.9pp | 20.50%-7.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,650 | $1,920-14.0% | $2,505-34.1% | $2,631-37.3% |
| Participant deferral / active EE | $3,810 | $3,136+21.5% | $4,008-4.9% | $4,212-9.5% |
| Admin fee / account holder | $8,895 | $5,786+53.7% | $6,956+27.9% | $7,344+21.1% |