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 6-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 | $117,466 | $62,573+87.7% | $85,682+37.1% | $85,850+36.8% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.9%+28.1pp | 69.3%+28.7pp |
| Annual return | 14.75% | 23.77%-9.0pp | 21.49%-6.7pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,893 | $1,757+64.7% | $2,618+10.5% | $2,565+12.8% |
| Participant deferral / active EE | $6,507 | $2,802+132.2% | $3,923+65.9% | $3,952+64.7% |
| Admin fee / account holder | $3,537 | $4,640-23.8% | $6,873-48.5% | $6,260-43.5% |