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 | $161,629 | $93,170+73.5% | $100,534+60.8% | $84,808+90.6% |
| Participation rate | 86.1% | 75.8%+10.3pp | 80.6%+5.5pp | 68.3%+17.8pp |
| Annual return | 15.68% | 47.13%-31.5pp | 32.66%-17.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,861 | $3,985+22.0% | $4,346+11.8% | $2,631+84.8% |
| Participant deferral / active EE | $5,876 | $5,699+3.1% | $6,144-4.4% | $4,212+39.5% |
| Admin fee / account holder | $7,649 | $7,382+3.6% | $7,654-0.1% | $7,344+4.2% |