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 | $122,767 | $67,606+81.6% | $82,313+49.1% | $70,131+75.1% |
| Participation rate | 98.6% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.1pp |
| Annual return | 15.68% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $4,204 | $1,755+139.6% | $2,428+73.1% | $2,342+79.5% |
| Participant deferral / active EE | $4,279 | $2,987+43.2% | $3,706+15.5% | $3,332+28.4% |
| Admin fee / account holder | $1,449 | $4,512-67.9% | $5,608-74.2% | $4,645-68.8% |