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 | $160,759 | $95,803+67.8% | $113,168+42.1% | $84,808+89.6% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 14.77% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,334 | $2,360-1.1% | $2,975-21.5% | $2,631-11.3% |
| Participant deferral / active EE | $3,601 | $4,242-15.1% | $5,107-29.5% | $4,212-14.5% |
| Admin fee / account holder | $1,160 | $8,989-87.1% | $12,068-90.4% | $7,344-84.2% |