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 | $158,793 | $72,492+119.0% | $87,100+82.3% | $72,985+117.6% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.9%+12.3pp | 69.5%+19.7pp |
| Annual return | 24.09% | 24.46%-0.4pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,231 | $1,894+17.8% | $2,521-11.5% | $2,440-8.6% |
| Participant deferral / active EE | $7,735 | $3,270+136.6% | $4,049+91.1% | $3,607+114.4% |
| Admin fee / account holder | $7,782 | $5,055+54.0% | $7,497+3.8% | $5,124+51.9% |