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 6-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 | $64,675 | $25,014+158.6% | $69,647-7.1% | $80,856-20.0% |
| Participation rate | 96.4% | 64.2%+32.1pp | 66.5%+29.9pp | 67.6%+28.7pp |
| Annual return | 14.07% | 19.07%-5.0pp | 100.48%-86.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,482 | $993+49.2% | $1,712-13.5% | $2,755-46.2% |
| Participant deferral / active EE | $2,636 | $1,839+43.4% | $2,886-8.7% | $4,296-38.6% |
| Admin fee / account holder | $9,873 | $2,488+296.8% | $4,713+109.5% | $6,918+42.7% |