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 | $107,312 | $90,503+18.6% | $78,689+36.4% | $273,961-60.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.88% | 75.60%-70.7pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,508 | $3,176-21.0% | $2,851-12.0% | $4,869-48.5% |
| Participant deferral / active EE | $11,140 | $3,901+185.6% | $3,517+216.8% | $5,287+110.7% |
| Admin fee / account holder | $305 | $5,263-94.2% | $4,510-93.2% | $10,132-97.0% |