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 | $90,146 | $91,552-1.5% | $133,956-32.7% | $79,858+12.9% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | 11.29% | 61.85%-50.6pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,871 | $2,384+20.5% | $3,919-26.7% | $2,471+16.2% |
| Participant deferral / active EE | $5,686 | $3,733+52.3% | $5,048+12.6% | $3,740+52.0% |
| Admin fee / account holder | $6,962 | $6,321+10.1% | $8,927-22.0% | $5,306+31.2% |