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 | $153,315 | $95,803+60.0% | $113,168+35.5% | $84,808+80.8% |
| Participation rate | 80.3% | 72.9%+7.4pp | 76.6%+3.7pp | 68.3%+12.0pp |
| Annual return | 12.72% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,655 | $2,360+12.5% | $2,975-10.8% | $2,631+0.9% |
| Participant deferral / active EE | $7,320 | $4,242+72.6% | $5,107+43.3% | $4,212+73.8% |
| Admin fee / account holder | $22,361 | $8,989+148.8% | $12,068+85.3% | $7,344+204.5% |