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 | $149,179 | $109,413+36.3% | $156,263-4.5% | $84,808+75.9% |
| Participation rate | 83.1% | 72.7%+10.4pp | 78.9%+4.2pp | 68.3%+14.8pp |
| Annual return | 12.92% | 20.18%-7.3pp | 59.47%-46.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,219 | $2,907-23.7% | $4,333-48.8% | $2,631-15.7% |
| Participant deferral / active EE | $6,754 | $4,590+47.2% | $6,158+9.7% | $4,212+60.4% |
| Admin fee / account holder | $6,870 | $9,357-26.6% | $14,255-51.8% | $7,344-6.5% |