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 | $163,836 | $117,983+38.9% | $101,794+60.9% | $142,382+15.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 13.49% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,673 | $2,773-39.7% | $2,289-26.9% | $4,299-61.1% |
| Participant deferral / active EE | $3,948 | $4,714-16.2% | $4,084-3.3% | $6,507-39.3% |
| Admin fee / account holder | $8,123 | $10,433-22.1% | $8,777-7.5% | $12,624-35.7% |