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 | $217,215 | $165,335+31.4% | $149,696+45.1% | $158,922+36.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.87% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,743 | $5,103-46.2% | $4,644-40.9% | $4,761-42.4% |
| Participant deferral / active EE | $6,496 | $7,181-9.5% | $6,842-5.0% | $5,982+8.6% |
| Admin fee / account holder | $5,900 | $10,807-45.4% | $9,309-36.6% | $11,246-47.5% |