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 | $121,081 | $74,927+61.6% | $101,794+18.9% | $84,808+42.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.00% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,006 | $1,522+97.5% | $2,289+31.3% | $2,631+14.2% |
| Participant deferral / active EE | $7,579 | $3,099+144.5% | $4,084+85.6% | $4,212+79.9% |
| Admin fee / account holder | $7,228 | $6,514+11.0% | $8,777-17.6% | $7,344-1.6% |