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 | $73,476 | $72,277+1.7% | $101,248-27.4% | $79,858-8.0% |
| Participation rate | 95.0% | 68.5%+26.5pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | 11.03% | 22.30%-11.3pp | 46.47%-35.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,743 | $2,692+76.2% | $3,660+29.6% | $2,471+92.0% |
| Participant deferral / active EE | $2,953 | $3,282-10.0% | $4,370-32.4% | $3,740-21.0% |
| Admin fee / account holder | $15,562 | $4,400+253.7% | $5,945+161.7% | $5,306+193.3% |