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 | $151,975 | $81,248+87.1% | $155,509-2.3% | $80,856+88.0% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.3pp | 67.6%+23.9pp |
| Annual return | 18.20% | 33.31%-15.1pp | 64.67%-46.5pp | 35.59%-17.4pp |
| Employer contribution / active EE | $7,681 | $3,100+147.8% | $4,672+64.4% | $2,755+178.8% |
| Participant deferral / active EE | $3,840 | $3,452+11.3% | $5,626-31.7% | $4,296-10.6% |
| Admin fee / account holder | $13,965 | $7,997+74.6% | $15,912-12.2% | $6,918+101.9% |