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 | $85,439 | $80,717+5.8% | $154,803-44.8% | $84,808+0.7% |
| Participation rate | 92.5% | 66.8%+25.7pp | 78.1%+14.4pp | 68.3%+24.2pp |
| Annual return | 14.02% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,479 | $2,761-10.2% | $4,305-42.4% | $2,631-5.8% |
| Participant deferral / active EE | $4,878 | $3,303+47.7% | $5,540-12.0% | $4,212+15.8% |
| Admin fee / account holder | $3,125 | $6,746-53.7% | $14,329-78.2% | $7,344-57.4% |