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 8-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 | $105,571 | $81,248+29.9% | $155,509-32.1% | $80,856+30.6% |
| Participation rate | 70.6% | 66.2%+4.4pp | 78.2%-7.6pp | 67.6%+3.0pp |
| Annual return | 16.43% | 33.31%-16.9pp | 64.67%-48.2pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,848 | $3,100-40.4% | $4,672-60.4% | $2,755-32.9% |
| Participant deferral / active EE | $4,440 | $3,452+28.6% | $5,626-21.1% | $4,296+3.3% |
| Admin fee / account holder | $4,196 | $7,997-47.5% | $15,912-73.6% | $6,918-39.4% |