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 7-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 | $128,081 | $109,881+16.6% | $150,045-14.6% | $84,808+51.0% |
| Participation rate | 70.0% | 76.1%-6.1pp | 82.3%-12.3pp | 68.3%+1.7pp |
| Annual return | 14.96% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,032 | $3,561+69.4% | $4,693+28.5% | $2,631+129.3% |
| Participant deferral / active EE | $11,094 | $6,636+67.2% | $7,997+38.7% | $4,212+163.4% |
| Admin fee / account holder | $3,466 | $8,568-59.5% | $13,435-74.2% | $7,344-52.8% |