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 | $108,386 | $51,576+110.1% | $129,207-16.1% | $80,856+34.0% |
| Participation rate | 74.0% | 57.0%+17.0pp | 69.6%+4.4pp | 67.6%+6.4pp |
| Annual return | 13.65% | 20.81%-7.2pp | 9417.33%-9403.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,546 | $1,584+250.2% | $4,153+33.5% | $2,755+101.3% |
| Participant deferral / active EE | $7,294 | $2,669+173.3% | $4,168+75.0% | $4,296+69.8% |
| Admin fee / account holder | $6,032 | $4,305+40.1% | $7,715-21.8% | $6,918-12.8% |