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 8-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 | $103,432 | $77,503+33.5% | $100,391+3.0% | $80,856+27.9% |
| Participation rate | 72.3% | 76.9%-4.7pp | 81.5%-9.2pp | 67.6%+4.7pp |
| Annual return | 23.93% | 37.20%-13.3pp | 49.20%-25.3pp | 35.59%-11.7pp |
| Employer contribution / active EE | $1,116 | $2,801-60.2% | $3,942-71.7% | $2,755-59.5% |
| Participant deferral / active EE | $6,135 | $6,820-10.0% | $8,082-24.1% | $4,296+42.8% |
| Admin fee / account holder | $538 | $5,897-90.9% | $7,899-93.2% | $6,918-92.2% |