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 | $111,469 | $80,717+38.1% | $154,803-28.0% | $84,808+31.4% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 20.24% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $8,584 | $2,761+210.9% | $4,305+99.4% | $2,631+226.3% |
| Participant deferral / active EE | $18,509 | $3,303+460.3% | $5,540+234.1% | $4,212+339.5% |
| Admin fee / account holder | $8,555 | $6,746+26.8% | $14,329-40.3% | $7,344+16.5% |