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 | $148,721 | $109,413+35.9% | $156,263-4.8% | $84,808+75.4% |
| Participation rate | 94.7% | 72.7%+22.0pp | 78.9%+15.8pp | 68.3%+26.4pp |
| Annual return | 14.95% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,059 | $2,907-29.2% | $4,333-52.5% | $2,631-21.7% |
| Participant deferral / active EE | $5,934 | $4,590+29.3% | $6,158-3.6% | $4,212+40.9% |
| Admin fee / account holder | $19,143 | $9,357+104.6% | $14,255+34.3% | $7,344+160.7% |