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 | $106,174 | $51,576+105.9% | $129,207-17.8% | $80,856+31.3% |
| Participation rate | 70.1% | 57.0%+13.2pp | 69.6%+0.5pp | 67.6%+2.5pp |
| Annual return | 13.42% | 20.81%-7.4pp | 9417.33%-9403.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,118 | $1,584+160.0% | $4,153-0.8% | $2,755+49.5% |
| Participant deferral / active EE | $5,337 | $2,669+100.0% | $4,168+28.0% | $4,296+24.2% |
| Admin fee / account holder | $1,087 | $4,305-74.8% | $7,715-85.9% | $6,918-84.3% |