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 | $175,446 | $109,881+59.7% | $150,045+16.9% | $84,808+106.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 18.65% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,956 | $3,561+11.1% | $4,693-15.7% | $2,631+50.4% |
| Participant deferral / active EE | $9,711 | $6,636+46.3% | $7,997+21.4% | $4,212+130.6% |
| Admin fee / account holder | $6,151 | $8,568-28.2% | $13,435-54.2% | $7,344-16.2% |