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 9-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 | $122,253 | $80,717+51.5% | $154,803-21.0% | $84,808+44.2% |
| Participation rate | 76.1% | 66.8%+9.3pp | 78.1%-2.0pp | 68.3%+7.8pp |
| Annual return | 17.50% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,244 | $2,761+17.5% | $4,305-24.6% | $2,631+23.3% |
| Participant deferral / active EE | $8,026 | $3,303+143.0% | $5,540+44.9% | $4,212+90.6% |
| Admin fee / account holder | $311 | $6,746-95.4% | $14,329-97.8% | $7,344-95.8% |