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 6-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 | $81,920 | $87,013-5.9% | $106,213-22.9% | $80,856+1.3% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.3%+18.8pp | 67.6%+26.5pp |
| Annual return | 12.06% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,243 | $2,395-6.4% | $3,171-29.3% | $2,755-18.6% |
| Participant deferral / active EE | $6,743 | $3,986+69.2% | $5,016+34.4% | $4,296+57.0% |
| Admin fee / account holder | $3,004 | $8,431-64.4% | $11,033-72.8% | $6,918-56.6% |