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 | $109,797 | $70,428+55.9% | $96,562+13.7% | $85,850+27.9% |
| Participation rate | 88.5% | 61.8%+26.7pp | 69.8%+18.6pp | 69.3%+19.1pp |
| Annual return | 13.93% | 18.59%-4.7pp | 37.78%-23.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,923 | $1,413+36.1% | $2,356-18.4% | $2,565-25.0% |
| Participant deferral / active EE | $5,318 | $2,894+83.8% | $3,849+38.2% | $3,952+34.6% |
| Admin fee / account holder | $16,858 | $4,997+237.4% | $6,181+172.7% | $6,260+169.3% |