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 | $128,904 | $109,413+17.8% | $156,263-17.5% | $84,808+52.0% |
| Participation rate | 72.8% | 72.7%+0.1pp | 78.9%-6.1pp | 68.3%+4.5pp |
| Annual return | 26.89% | 20.18%+6.7pp | 59.47%-32.6pp | 40.90%-14.0pp |
| Employer contribution / active EE | $2,030 | $2,907-30.2% | $4,333-53.2% | $2,631-22.8% |
| Participant deferral / active EE | $3,513 | $4,590-23.5% | $6,158-43.0% | $4,212-16.6% |
| Admin fee / account holder | $4,575 | $9,357-51.1% | $14,255-67.9% | $7,344-37.7% |