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 | $153,295 | $81,460+88.2% | $103,333+48.4% | $80,856+89.6% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.6%+23.3pp |
| Annual return | 21.22% | 25.55%-4.3pp | 24.88%-3.7pp | 35.59%-14.4pp |
| Employer contribution / active EE | $2,755 | $3,105-11.3% | $3,868-28.8% | $2,7550% |
| Participant deferral / active EE | $5,690 | $3,869+47.1% | $5,057+12.5% | $4,296+32.4% |
| Admin fee / account holder | $2,679 | $6,566-59.2% | $8,355-67.9% | $6,918-61.3% |