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 | $143,135 | $181,894-21.3% | $156,549-8.6% | $273,961-47.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.21% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $12,471 | $6,248+99.6% | $5,501+126.7% | $4,869+156.2% |
| Participant deferral / active EE | $7,966 | $5,550+43.5% | $4,871+63.5% | $5,287+50.7% |
| Admin fee / account holder | $54,550 | $15,559+250.6% | $13,027+318.7% | $10,132+438.4% |