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 | $79,305 | $86,929-8.8% | $102,423-22.6% | $80,856-1.9% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.6%+24.9pp |
| Annual return | 24.96% | 18.88%+6.1pp | 29.32%-4.4pp | 35.59%-10.6pp |
| Employer contribution / active EE | $2,987 | $2,369+26.1% | $3,023-1.2% | $2,755+8.4% |
| Participant deferral / active EE | $6,607 | $4,118+60.4% | $5,053+30.8% | $4,296+53.8% |
| Admin fee / account holder | $14,456 | $8,049+79.6% | $9,451+53.0% | $6,918+109.0% |