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 | $164,832 | $79,944+106.2% | $98,439+67.4% | $75,163+119.3% |
| Participation rate | 75.4% | 70.4%+5.1pp | 75.2%+0.3pp | 67.2%+8.2pp |
| Annual return | 16.52% | 19.75%-3.2pp | 21.16%-4.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,821 | $2,264+24.6% | $3,048-7.4% | $2,670+5.7% |
| Participant deferral / active EE | $7,657 | $3,752+104.1% | $4,738+61.6% | $4,125+85.6% |
| Admin fee / account holder | $40,183 | $6,840+487.5% | $8,948+349.1% | $5,651+611.1% |