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 | $102,005 | $72,177+41.3% | $115,037-11.3% | $59,632+71.1% |
| Participation rate | 90.5% | 72.6%+17.9pp | 81.4%+9.1pp | 68.7%+21.8pp |
| Annual return | 8.11% | 12.02%-3.9pp | 26.14%-18.0pp | 2041.28%-2033.2pp |
| Employer contribution / active EE | $3,477 | $2,841+22.4% | $4,608-24.5% | $2,203+57.9% |
| Participant deferral / active EE | $8,600 | $4,783+79.8% | $6,026+42.7% | $3,192+169.4% |
| Admin fee / account holder | $7,755 | $4,927+57.4% | $8,175-5.1% | $4,297+80.5% |