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 | $111,544 | $84,233+32.4% | $170,442-34.6% | $70,131+59.1% |
| Participation rate | 83.1% | 70.8%+12.3pp | 83.6%-0.5pp | 69.5%+13.6pp |
| Annual return | 13.34% | 23.06%-9.7pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,169 | $3,387-36.0% | $5,433-60.1% | $2,342-7.4% |
| Participant deferral / active EE | $4,627 | $3,086+49.9% | $4,939-6.3% | $3,332+38.9% |
| Admin fee / account holder | $6,334 | $5,698+11.2% | $13,880-54.4% | $4,645+36.4% |