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 | $164,642 | $110,257+49.3% | $96,544+70.5% | $139,434+18.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 11.12% | 26.32%-15.2pp | 25.84%-14.7pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,306 | $3,620-36.3% | $2,965-22.2% | $4,751-51.5% |
| Participant deferral / active EE | $3,204 | $5,548-42.2% | $4,851-33.9% | $6,710-52.2% |
| Admin fee / account holder | $1,064 | $11,591-90.8% | $8,252-87.1% | $11,403-90.7% |