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 | $178,283 | $95,803+86.1% | $113,168+57.5% | $84,808+110.2% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 15.55% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,466 | $2,360-37.9% | $2,975-50.7% | $2,631-44.3% |
| Participant deferral / active EE | $4,368 | $4,242+3.0% | $5,107-14.5% | $4,212+3.7% |
| Admin fee / account holder | $5,516 | $8,989-38.6% | $12,068-54.3% | $7,344-24.9% |