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 | $204,613 | $76,367+167.9% | $93,606+118.6% | $72,985+180.4% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.5%+18.7pp |
| Annual return | 19.45% | 25.82%-6.4pp | 32.76%-13.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $954 | $2,275-58.1% | $2,718-64.9% | $2,440-60.9% |
| Participant deferral / active EE | $5,342 | $3,538+51.0% | $4,069+31.3% | $3,607+48.1% |
| Admin fee / account holder | $6,362 | $6,838-7.0% | $7,888-19.3% | $5,124+24.2% |