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 | $169,160 | $95,803+76.6% | $113,168+49.5% | $84,808+99.5% |
| Participation rate | 73.1% | 72.9%+0.3pp | 76.6%-3.4pp | 68.3%+4.8pp |
| Annual return | 15.21% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,946 | $2,360-17.5% | $2,975-34.6% | $2,631-26.0% |
| Participant deferral / active EE | $3,693 | $4,242-12.9% | $5,107-27.7% | $4,212-12.3% |
| Admin fee / account holder | $2,132 | $8,989-76.3% | $12,068-82.3% | $7,344-71.0% |