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 | $169,491 | $116,875+45.0% | $621,730-72.7% | $116,875+45.0% |
| Participation rate | 95.3% | 74.5%+20.8pp | 90.8%+4.6pp | 74.5%+20.8pp |
| Annual return | 13.02% | 16.29%-3.3pp | 10.76%+2.3pp | 16.29%-3.3pp |
| Employer contribution / active EE | $10,894 | $3,288+231.3% | $9,871+10.4% | $3,288+231.3% |
| Participant deferral / active EE | $7,966 | $3,885+105.1% | $6,979+14.1% | $3,885+105.1% |
| Admin fee / account holder | $3,492 | $12,263-71.5% | $66,065-94.7% | $12,263-71.5% |