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 | $187,027 | $81,248+130.2% | $155,509+20.3% | $80,856+131.3% |
| Participation rate | 84.4% | 66.2%+18.1pp | 78.2%+6.2pp | 67.6%+16.7pp |
| Annual return | 11.41% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,728 | $3,100+52.5% | $4,672+1.2% | $2,755+71.6% |
| Participant deferral / active EE | $6,148 | $3,452+78.1% | $5,626+9.3% | $4,296+43.1% |
| Admin fee / account holder | $3,727 | $7,997-53.4% | $15,912-76.6% | $6,918-46.1% |