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 7-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 | $125,460 | $59,839+109.7% | $81,983+53.0% | $79,858+57.1% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.2%+5.8pp | 69.6%+5.4pp |
| Annual return | 12.86% | 17.56%-4.7pp | 41.31%-28.4pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,467 | $1,713+160.7% | $2,498+78.8% | $2,471+80.8% |
| Participant deferral / active EE | $8,736 | $2,695+224.1% | $3,722+134.7% | $3,740+133.6% |
| Admin fee / account holder | $26,361 | $4,287+514.9% | $5,664+365.4% | $5,306+396.8% |