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 | $184,955 | $100,773+83.5% | $88,946+107.9% | $142,382+29.9% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 14.31% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,678 | $2,918-42.5% | $2,555-34.3% | $4,299-61.0% |
| Participant deferral / active EE | $6,749 | $5,230+29.0% | $4,581+47.3% | $6,507+3.7% |
| Admin fee / account holder | $14,249 | $9,693+47.0% | $8,261+72.5% | $12,624+12.9% |