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 | $139,774 | $80,968+72.6% | $96,544+44.8% | $75,163+86.0% |
| Participation rate | 96.4% | 71.8%+24.7pp | 76.0%+20.5pp | 67.2%+29.2pp |
| Annual return | 19.80% | 27.06%-7.3pp | 25.84%-6.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,294 | $2,282+0.5% | $2,965-22.6% | $2,670-14.1% |
| Participant deferral / active EE | $4,460 | $3,928+13.5% | $4,851-8.1% | $4,125+8.1% |
| Admin fee / account holder | $2,017 | $6,724-70.0% | $8,252-75.6% | $5,651-64.3% |