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 | $95,595 | $109,413-12.6% | $156,263-38.8% | $84,808+12.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 23.55% | 20.18%+3.4pp | 59.47%-35.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,754 | $2,907+29.1% | $4,333-13.4% | $2,631+42.7% |
| Participant deferral / active EE | $6,351 | $4,590+38.4% | $6,158+3.1% | $4,212+50.8% |
| Admin fee / account holder | $2,619 | $9,357-72.0% | $14,255-81.6% | $7,344-64.3% |