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 | $165,887 | $138,347+19.9% | $184,203-9.9% | $80,856+105.2% |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.8%+4.1pp | 67.6%+23.3pp |
| Annual return | 23.62% | 20.02%+3.6pp | 28.81%-5.2pp | 35.59%-12.0pp |
| Employer contribution / active EE | $5,350 | $4,850+10.3% | $6,427-16.8% | $2,755+94.2% |
| Participant deferral / active EE | $12,275 | $7,071+73.6% | $9,131+34.4% | $4,296+185.7% |
| Admin fee / account holder | $3,088 | $10,483-70.5% | $13,901-77.8% | $6,918-55.4% |