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 9-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 | $107,565 | $109,881-2.1% | $150,045-28.3% | $84,808+26.8% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 15.12% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,772 | $3,561-22.2% | $4,693-40.9% | $2,631+5.4% |
| Participant deferral / active EE | $4,567 | $6,636-31.2% | $7,997-42.9% | $4,212+8.4% |
| Admin fee / account holder | $5,539 | $8,568-35.3% | $13,435-58.8% | $7,344-24.6% |