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 | $126,724 | $68,719+84.4% | $91,541+38.4% | $84,808+49.4% |
| Participation rate | 83.3% | 64.5%+18.8pp | 69.8%+13.6pp | 68.3%+15.0pp |
| Annual return | 12.85% | 19.12%-6.3pp | 20.50%-7.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,225 | $1,920+15.9% | $2,505-11.2% | $2,631-15.4% |
| Participant deferral / active EE | $4,995 | $3,136+59.3% | $4,008+24.6% | $4,212+18.6% |
| Admin fee / account holder | $27,775 | $5,786+380.0% | $6,956+299.3% | $7,344+278.2% |