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 | $78,522 | $100,923-22.2% | $150,045-47.7% | $74,304+5.7% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 19.74% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $4,630 | $3,463+33.7% | $4,693-1.3% | $2,241+106.6% |
| Participant deferral / active EE | $7,823 | $6,709+16.6% | $7,997-2.2% | $3,767+107.7% |
| Admin fee / account holder | $2,214 | $2,767-20.0% | $13,435-83.5% | $2,969-25.4% |