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 | $100,362 | $85,766+17.0% | $136,294-26.4% | $70,131+43.1% |
| Participation rate | 83.0% | 74.2%+8.8pp | 81.9%+1.0pp | 69.5%+13.4pp |
| Annual return | 22.78% | 31.45%-8.7pp | 5155.94%-5133.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $4,175 | $2,966+40.8% | $4,695-11.1% | $2,342+78.2% |
| Participant deferral / active EE | $8,905 | $5,051+76.3% | $6,247+42.5% | $3,332+167.3% |
| Admin fee / account holder | $4,436 | $5,420-18.2% | $9,243-52.0% | $4,645-4.5% |