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 | $127,511 | $107,452+18.7% | $91,541+39.3% | $142,382-10.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.28% | 22.06%-8.8pp | 20.50%-7.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,453 | $2,994-51.5% | $2,505-42.0% | $4,299-66.2% |
| Participant deferral / active EE | $2,549 | $4,754-46.4% | $4,008-36.4% | $6,507-60.8% |
| Admin fee / account holder | $8,432 | $8,834-4.5% | $6,956+21.2% | $12,624-33.2% |