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 | $169,758 | $93,571+81.4% | $135,903+24.9% | $75,163+125.9% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 16.48% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,679 | $3,537+4.0% | $4,856-24.2% | $2,670+37.8% |
| Participant deferral / active EE | $13,716 | $6,404+114.2% | $7,758+76.8% | $4,125+232.5% |
| Admin fee / account holder | $12,475 | $6,975+78.8% | $10,762+15.9% | $5,651+120.8% |