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 9-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 | $68,542 | $45,035+52.2% | $62,995+8.8% | $70,131-2.3% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 13.06% | 18.76%-5.7pp | 87.57%-74.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,402 | $2,051+17.1% | $2,759-12.9% | $2,342+2.6% |
| Participant deferral / active EE | $5,018 | $2,465+103.6% | $3,329+50.7% | $3,332+50.6% |
| Admin fee / account holder | $2,490 | $2,834-12.1% | $3,600-30.8% | $4,645-46.4% |