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 | $75,550 | $71,050+6.3% | $93,606-19.3% | $80,856-6.6% |
| Participation rate | 90.8% | 60.4%+30.4pp | 68.7%+22.0pp | 67.6%+23.1pp |
| Annual return | 16.31% | 11.26%+5.1pp | 133.20%-116.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $12,779 | $1,564+717.2% | $2,420+428.1% | $2,755+363.9% |
| Participant deferral / active EE | $4,685 | $4,034+16.1% | $4,411+6.2% | $4,296+9.0% |
| Admin fee / account holder | $20,322 | $6,945+192.6% | $8,285+145.3% | $6,918+193.8% |