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 | $146,452 | $98,750+48.3% | $149,696-2.2% | $79,858+83.4% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 12.73% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,576 | $3,216-19.9% | $4,644-44.5% | $2,471+4.3% |
| Participant deferral / active EE | $6,340 | $5,680+11.6% | $6,842-7.3% | $3,740+69.5% |
| Admin fee / account holder | $10,513 | $6,053+73.7% | $9,309+12.9% | $5,306+98.1% |