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 | $154,346 | $168,082-8.2% | $150,045+2.9% | - |
| Participation rate | 97.0% | 71.4%+25.5pp | 82.3%+14.6pp | - |
| Annual return | 20.58% | 24.81%-4.2pp | 62.55%-42.0pp | - |
| Employer contribution / active EE | $3,490 | $3,603-3.1% | $4,693-25.6% | - |
| Participant deferral / active EE | $11,226 | $7,053+59.2% | $7,997+40.4% | - |
| Admin fee / account holder | $12,544 | $7,866+59.5% | $13,435-6.6% | - |