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 | $158,681 | $148,978+6.5% | $200,582-20.9% | $84,808+87.1% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.5pp | 68.3%+30.1pp |
| Annual return | 15.08% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,456 | $4,815+34.1% | $6,419+0.6% | $2,631+145.4% |
| Participant deferral / active EE | $6,899 | $7,142-3.4% | $9,331-26.1% | $4,212+63.8% |
| Admin fee / account holder | $15,844 | $13,977+13.4% | $16,305-2.8% | $7,344+115.7% |