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 | $167,300 | $67,606+147.5% | $82,313+103.2% | $70,131+138.6% |
| Participation rate | 81.0% | 72.8%+8.2pp | 76.9%+4.1pp | 69.5%+11.5pp |
| Annual return | 18.23% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,716 | $1,755-2.2% | $2,428-29.3% | $2,342-26.7% |
| Participant deferral / active EE | $5,638 | $2,987+88.8% | $3,706+52.1% | $3,332+69.2% |
| Admin fee / account holder | $2,557 | $4,512-43.3% | $5,608-54.4% | $4,645-45.0% |