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 | $134,761 | $148,978-9.5% | $200,582-32.8% | $84,808+58.9% |
| Participation rate | 97.7% | 84.2%+13.5pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 14.02% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,349 | $4,815-30.4% | $6,419-47.8% | $2,631+27.3% |
| Participant deferral / active EE | $11,663 | $7,142+63.3% | $9,331+25.0% | $4,212+176.9% |
| Admin fee / account holder | $25,304 | $13,977+81.0% | $16,305+55.2% | $7,344+244.6% |