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 | $79,786 | $65,365+22.1% | $92,893-14.1% | $72,985+9.3% |
| Participation rate | 86.7% | 68.3%+18.4pp | 76.0%+10.7pp | 69.5%+17.2pp |
| Annual return | 16.59% | 42.10%-25.5pp | 109.41%-92.8pp | 81.00%-64.4pp |
| Employer contribution / active EE | $4,474 | $2,594+72.4% | $3,653+22.5% | $2,440+83.4% |
| Participant deferral / active EE | $2,723 | $3,128-13.0% | $4,236-35.7% | $3,607-24.5% |
| Admin fee / account holder | $8,782 | $4,251+106.6% | $5,794+51.6% | $5,124+71.4% |