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 | $124,090 | $55,706+122.8% | $75,886+63.5% | $72,985+70.0% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.3%+10.7pp | 69.5%+10.5pp |
| Annual return | 22.06% | 27.59%-5.5pp | 30.76%-8.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,023 | $1,687+20.0% | $2,500-19.1% | $2,440-17.1% |
| Participant deferral / active EE | $4,482 | $2,634+70.2% | $3,603+24.4% | $3,607+24.2% |
| Admin fee / account holder | $4,879 | $3,978+22.6% | $5,418-10.0% | $5,124-4.8% |