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 | $132,270 | $148,978-11.2% | $200,582-34.1% | $84,808+56.0% |
| Participation rate | 92.2% | 84.2%+7.9pp | 86.9%+5.3pp | 68.3%+23.8pp |
| Annual return | 19.16% | 28.16%-9.0pp | 42.33%-23.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,683 | $4,815-65.0% | $6,419-73.8% | $2,631-36.0% |
| Participant deferral / active EE | $4,890 | $7,142-31.5% | $9,331-47.6% | $4,212+16.1% |
| Admin fee / account holder | $8,174 | $13,977-41.5% | $16,305-49.9% | $7,344+11.3% |