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 | $176,838 | $95,803+84.6% | $113,168+56.3% | $84,808+108.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.80% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,312 | $2,360+40.3% | $2,975+11.3% | $2,631+25.9% |
| Participant deferral / active EE | $6,730 | $4,242+58.6% | $5,107+31.8% | $4,212+59.8% |
| Admin fee / account holder | $2,870 | $8,989-68.1% | $12,068-76.2% | $7,344-60.9% |