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 | $156,769 | $86,929+80.3% | $102,423+53.1% | $80,856+93.9% |
| Participation rate | 98.7% | 72.4%+26.3pp | 76.5%+22.2pp | 67.6%+31.1pp |
| Annual return | 14.76% | 18.88%-4.1pp | 29.32%-14.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,278 | $2,369-3.9% | $3,023-24.7% | $2,755-17.3% |
| Participant deferral / active EE | $4,492 | $4,118+9.1% | $5,053-11.1% | $4,296+4.6% |
| Admin fee / account holder | $3,656 | $8,049-54.6% | $9,451-61.3% | $6,918-47.1% |