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 | $115,366 | $67,411+71.1% | $91,001+26.8% | $70,131+64.5% |
| Participation rate | 87.5% | 71.4%+16.1pp | 75.6%+11.9pp | 69.5%+18.0pp |
| Annual return | 21.21% | -40.16%+61.4pp | 4.60%+16.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $669 | $1,786-62.6% | $2,456-72.8% | $2,342-71.4% |
| Participant deferral / active EE | $3,356 | $2,823+18.9% | $3,547-5.4% | $3,332+0.7% |
| Admin fee / account holder | $1,415 | $4,236-66.6% | $5,417-73.9% | $4,645-69.5% |