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 | $173,393 | $101,724+70.5% | $164,813+5.2% | $80,856+114.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.92% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,028 | $2,953+2.5% | $4,341-30.2% | $2,755+9.9% |
| Participant deferral / active EE | $5,616 | $4,477+25.4% | $6,031-6.9% | $4,296+30.7% |
| Admin fee / account holder | $12,541 | $8,227+52.4% | $12,690-1.2% | $6,918+81.3% |