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 | $82,412 | $80,673+2.2% | $101,326-18.7% | $84,808-2.8% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 20.71% | 38.95%-18.2pp | 36.82%-16.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $4,507 | $2,698+67.1% | $3,665+23.0% | $2,631+71.3% |
| Participant deferral / active EE | $10,740 | $6,840+57.0% | $7,994+34.4% | $4,212+155.0% |
| Admin fee / account holder | $7,102 | $12,784-44.4% | $11,185-36.5% | $7,344-3.3% |