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 | $82,210 | $54,541+50.7% | $78,778+4.4% | $70,131+17.2% |
| Participation rate | 90.8% | 60.8%+30.0pp | 69.2%+21.6pp | 69.5%+21.2pp |
| Annual return | 12.41% | 21.07%-8.7pp | 35.62%-23.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $4,685 | $1,089+330.4% | $1,986+135.9% | $2,342+100.0% |
| Participant deferral / active EE | $2,412 | $2,210+9.1% | $2,958-18.5% | $3,332-27.6% |
| Admin fee / account holder | $10,028 | $3,709+170.4% | $5,134+95.3% | $4,645+115.9% |