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 | $169,290 | $80,673+109.8% | $101,326+67.1% | $84,808+99.6% |
| Participation rate | 92.5% | 77.8%+14.7pp | 81.5%+11.0pp | 68.3%+24.1pp |
| Annual return | 16.71% | 38.95%-22.2pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,375 | $2,698-49.0% | $3,665-62.5% | $2,631-47.7% |
| Participant deferral / active EE | $6,518 | $6,840-4.7% | $7,994-18.5% | $4,212+54.8% |
| Admin fee / account holder | $4,047 | $12,784-68.3% | $11,185-63.8% | $7,344-44.9% |