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 | $151,350 | $109,413+38.3% | $156,263-3.1% | $84,808+78.5% |
| Participation rate | 88.2% | 72.7%+15.5pp | 78.9%+9.3pp | 68.3%+19.9pp |
| Annual return | 21.04% | 20.18%+0.9pp | 59.47%-38.4pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,111 | $2,907-27.4% | $4,333-51.3% | $2,631-19.8% |
| Participant deferral / active EE | $6,494 | $4,590+41.5% | $6,158+5.5% | $4,212+54.2% |
| Admin fee / account holder | $936 | $9,357-90.0% | $14,255-93.4% | $7,344-87.3% |