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 | $180,665 | $94,625+90.9% | $116,228+55.4% | $84,808+113.0% |
| Participation rate | 85.6% | 70.4%+15.1pp | 74.6%+11.0pp | 68.3%+17.2pp |
| Annual return | 14.36% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,984 | $2,347+112.4% | $2,994+66.5% | $2,631+89.4% |
| Participant deferral / active EE | $3,793 | $3,972-4.5% | $4,953-23.4% | $4,212-9.9% |
| Admin fee / account holder | $12,394 | $10,091+22.8% | $11,989+3.4% | $7,344+68.8% |