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 | $137,791 | $72,492+90.1% | $87,100+58.2% | $72,985+88.8% |
| Participation rate | 73.3% | 72.8%+0.5pp | 76.9%-3.5pp | 69.5%+3.8pp |
| Annual return | 30.12% | 24.46%+5.7pp | 28.19%+1.9pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,450 | $1,894-23.5% | $2,521-42.5% | $2,440-40.6% |
| Participant deferral / active EE | $4,850 | $3,270+48.4% | $4,049+19.8% | $3,607+34.5% |
| Admin fee / account holder | $1,011 | $5,055-80.0% | $7,497-86.5% | $5,124-80.3% |