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 | $79,766 | $83,477-4.4% | $125,175-36.3% | $72,985+9.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.92% | 25.78%-1.9pp | 43.79%-19.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,674 | $2,345+14.0% | $3,865-30.8% | $2,440+9.6% |
| Participant deferral / active EE | $6,052 | $3,585+68.8% | $4,937+22.6% | $3,607+67.8% |
| Admin fee / account holder | $742 | $5,517-86.5% | $9,702-92.3% | $5,124-85.5% |