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 7-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 | $71,294 | $148,978-52.1% | $200,582-64.5% | $84,808-15.9% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 21.14% | 28.16%-7.0pp | 42.33%-21.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $8,412 | $4,815+74.7% | $6,419+31.0% | $2,631+219.7% |
| Participant deferral / active EE | $16,449 | $7,142+130.3% | $9,331+76.3% | $4,212+290.6% |
| Admin fee / account holder | $2,023 | $13,977-85.5% | $16,305-87.6% | $7,344-72.5% |