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 | $158,346 | $109,413+44.7% | $156,263+1.3% | $84,808+86.7% |
| Participation rate | 96.1% | 72.7%+23.4pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 15.40% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,262 | $2,907+115.4% | $4,333+44.5% | $2,631+138.0% |
| Participant deferral / active EE | $11,079 | $4,590+141.4% | $6,158+79.9% | $4,212+163.1% |
| Admin fee / account holder | $30,763 | $9,357+228.8% | $14,255+115.8% | $7,344+318.9% |