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 | $153,055 | $109,413+39.9% | $156,263-2.1% | $84,808+80.5% |
| Participation rate | 85.2% | 72.7%+12.5pp | 78.9%+6.3pp | 68.3%+16.9pp |
| Annual return | 16.36% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,034 | $2,907+38.8% | $4,333-6.9% | $2,631+53.3% |
| Participant deferral / active EE | $10,560 | $4,590+130.1% | $6,158+71.5% | $4,212+150.7% |
| Admin fee / account holder | $28,288 | $9,357+202.3% | $14,255+98.4% | $7,344+285.2% |