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 | $171,213 | $123,793+38.3% | $177,821-3.7% | $79,858+114.4% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 14.46% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $6,068 | $4,095+48.2% | $5,918+2.5% | $2,471+145.6% |
| Participant deferral / active EE | $14,559 | $5,956+144.4% | $7,714+88.7% | $3,740+289.3% |
| Admin fee / account holder | $6,746 | $7,243-6.9% | $12,427-45.7% | $5,306+27.1% |