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 | $132,218 | $54,541+142.4% | $78,778+67.8% | $70,131+88.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 20.45% | 21.07%-0.6pp | 35.62%-15.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,660 | $1,089+52.5% | $1,986-16.4% | $2,342-29.2% |
| Participant deferral / active EE | $2,686 | $2,210+21.5% | $2,958-9.2% | $3,332-19.4% |
| Admin fee / account holder | $4,315 | $3,709+16.4% | $5,134-15.9% | $4,645-7.1% |