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 | $107,748 | $78,926+36.5% | $136,749-21.2% | $84,808+27.0% |
| Participation rate | 85.7% | 62.2%+23.5pp | 72.1%+13.6pp | 68.3%+17.4pp |
| Annual return | 16.28% | 18.17%-1.9pp | 24.33%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,159 | $2,134+94.9% | $3,400+22.3% | $2,631+58.1% |
| Participant deferral / active EE | $6,738 | $3,168+112.7% | $4,692+43.6% | $4,212+60.0% |
| Admin fee / account holder | $6,036 | $6,369-5.2% | $11,386-47.0% | $7,344-17.8% |