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 | $115,460 | $79,944+44.4% | $98,439+17.3% | $75,163+53.6% |
| Participation rate | 98.3% | 70.4%+28.0pp | 75.2%+23.2pp | 67.2%+31.1pp |
| Annual return | 18.04% | 19.75%-1.7pp | 21.16%-3.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,703 | $2,264+19.4% | $3,048-11.3% | $2,670+1.3% |
| Participant deferral / active EE | $2,066 | $3,752-44.9% | $4,738-56.4% | $4,125-49.9% |
| Admin fee / account holder | $7,013 | $6,840+2.5% | $8,948-21.6% | $5,651+24.1% |