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 | $140,169 | $109,413+28.1% | $156,263-10.3% | $84,808+65.3% |
| Participation rate | 98.8% | 72.7%+26.1pp | 78.9%+19.9pp | 68.3%+30.5pp |
| Annual return | 16.21% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,113 | $2,907-61.7% | $4,333-74.3% | $2,631-57.7% |
| Participant deferral / active EE | $5,958 | $4,590+29.8% | $6,158-3.3% | $4,212+41.5% |
| Admin fee / account holder | $11,837 | $9,357+26.5% | $14,255-17.0% | $7,344+61.2% |