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 7-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 | $78,649 | $109,881-28.4% | $150,045-47.6% | $84,808-7.3% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 23.48% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $6,597 | $3,561+85.3% | $4,693+40.6% | $2,631+150.7% |
| Participant deferral / active EE | $11,832 | $6,636+78.3% | $7,997+48.0% | $4,212+180.9% |
| Admin fee / account holder | $6,612 | $8,568-22.8% | $13,435-50.8% | $7,344-10.0% |