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 | $116,802 | $101,724+14.8% | $164,813-29.1% | $80,856+44.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.83% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,242 | $2,953+9.8% | $4,341-25.3% | $2,755+17.7% |
| Participant deferral / active EE | $7,179 | $4,477+60.3% | $6,031+19.0% | $4,296+67.1% |
| Admin fee / account holder | $8,606 | $8,227+4.6% | $12,690-32.2% | $6,918+24.4% |