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 | $148,623 | $76,367+94.6% | $93,606+58.8% | $72,985+103.6% |
| Participation rate | 95.0% | 71.7%+23.3pp | 75.8%+19.2pp | 69.5%+25.5pp |
| Annual return | 23.16% | 25.82%-2.7pp | 32.76%-9.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,556 | $2,275-31.6% | $2,718-42.7% | $2,440-36.2% |
| Participant deferral / active EE | $4,242 | $3,538+19.9% | $4,069+4.3% | $3,607+17.6% |
| Admin fee / account holder | $5,892 | $6,838-13.8% | $7,888-25.3% | $5,124+15.0% |