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 | $144,492 | $109,359+32.1% | $162,163-10.9% | $72,985+98.0% |
| Participation rate | 95.1% | 84.3%+10.8pp | 87.6%+7.5pp | 69.5%+25.6pp |
| Annual return | 20.89% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,994 | $3,907-23.4% | $5,614-46.7% | $2,440+22.7% |
| Participant deferral / active EE | $4,094 | $5,481-25.3% | $7,298-43.9% | $3,607+13.5% |
| Admin fee / account holder | $12,119 | $7,972+52.0% | $10,843+11.8% | $5,124+136.5% |