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 | $102,706 | $74,927+37.1% | $101,794+0.9% | $84,808+21.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.96% | 18.70%-5.7pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,675 | $1,522+141.5% | $2,289+60.5% | $2,631+39.7% |
| Participant deferral / active EE | $6,997 | $3,099+125.8% | $4,084+71.3% | $4,212+66.1% |
| Admin fee / account holder | $10,777 | $6,514+65.4% | $8,777+22.8% | $7,344+46.7% |