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 | $218,168 | $71,050+207.1% | $93,606+133.1% | $80,856+169.8% |
| Participation rate | 77.1% | 60.4%+16.7pp | 68.7%+8.4pp | 67.6%+9.5pp |
| Annual return | 14.88% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,345 | $1,564+113.9% | $2,420+38.2% | $2,755+21.4% |
| Participant deferral / active EE | $7,229 | $4,034+79.2% | $4,411+63.9% | $4,296+68.3% |
| Admin fee / account holder | $2,680 | $6,945-61.4% | $8,285-67.6% | $6,918-61.3% |