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 | $168,634 | $80,717+108.9% | $154,803+8.9% | $84,808+98.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.24% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $6,440 | $2,761+133.2% | $4,305+49.6% | $2,631+144.8% |
| Participant deferral / active EE | $4,303 | $3,303+30.3% | $5,540-22.3% | $4,212+2.2% |
| Admin fee / account holder | $8,739 | $6,746+29.5% | $14,329-39.0% | $7,344+19.0% |