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 | $192,123 | $71,050+170.4% | $93,606+105.2% | $80,856+137.6% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.6%+23.4pp |
| Annual return | 11.20% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,024 | $1,564+29.4% | $2,420-16.4% | $2,755-26.5% |
| Participant deferral / active EE | $3,798 | $4,034-5.8% | $4,411-13.9% | $4,296-11.6% |
| Admin fee / account holder | $4,586 | $6,945-34.0% | $8,285-44.6% | $6,918-33.7% |