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 | $90,943 | $109,881-17.2% | $150,045-39.4% | $84,808+7.2% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 17.33% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $6,030 | $3,561+69.3% | $4,693+28.5% | $2,631+129.2% |
| Participant deferral / active EE | $9,356 | $6,636+41.0% | $7,997+17.0% | $4,212+122.2% |
| Admin fee / account holder | $3,341 | $8,568-61.0% | $13,435-75.1% | $7,344-54.5% |