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 | $78,663 | $60,892+29.2% | $82,389-4.5% | $84,808-7.2% |
| Participation rate | 73.3% | 63.3%+10.1pp | 69.5%+3.8pp | 68.3%+5.0pp |
| Annual return | 14.00% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,478 | $1,779-16.9% | $2,517-41.3% | $2,631-43.8% |
| Participant deferral / active EE | $4,098 | $3,179+28.9% | $4,155-1.4% | $4,212-2.7% |
| Admin fee / account holder | $2,632 | $5,467-51.9% | $7,231-63.6% | $7,344-64.2% |