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 | $149,105 | $95,803+55.6% | $113,168+31.8% | $84,808+75.8% |
| Participation rate | 90.4% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.1pp |
| Annual return | 15.45% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,031 | $2,360-56.3% | $2,975-65.3% | $2,631-60.8% |
| Participant deferral / active EE | $7,511 | $4,242+77.1% | $5,107+47.1% | $4,212+78.3% |
| Admin fee / account holder | $315 | $8,989-96.5% | $12,068-97.4% | $7,344-95.7% |