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 | $91,225 | $74,927+21.8% | $101,794-10.4% | $84,808+7.6% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.2%+24.7pp | 68.3%+25.6pp |
| Annual return | 15.55% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,349 | $1,522+185.8% | $2,289+90.0% | $2,631+65.3% |
| Participant deferral / active EE | $13,153 | $3,099+324.4% | $4,084+222.1% | $4,212+212.3% |
| Admin fee / account holder | $2,087 | $6,514-68.0% | $8,777-76.2% | $7,344-71.6% |