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 | $170,132 | $89,753+89.6% | $107,525+58.2% | $84,808+100.6% |
| Participation rate | 83.8% | 68.1%+15.7pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | 15.57% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,576 | $3,113+14.9% | $3,754-4.7% | $2,631+35.9% |
| Participant deferral / active EE | $6,815 | $4,056+68.0% | $5,116+33.2% | $4,212+61.8% |
| Admin fee / account holder | $36,817 | $7,222+409.8% | $8,919+312.8% | $7,344+401.3% |