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 | $171,476 | $109,881+56.1% | $150,045+14.3% | $84,808+102.2% |
| Participation rate | 79.6% | 76.1%+3.5pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 17.90% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $973 | $3,561-72.7% | $4,693-79.3% | $2,631-63.0% |
| Participant deferral / active EE | $12,230 | $6,636+84.3% | $7,997+52.9% | $4,212+190.4% |
| Admin fee / account holder | $22,894 | $8,568+167.2% | $13,435+70.4% | $7,344+211.7% |