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 | $180,726 | $68,719+163.0% | $91,541+97.4% | $84,808+113.1% |
| Participation rate | 85.1% | 64.5%+20.6pp | 69.8%+15.3pp | 68.3%+16.8pp |
| Annual return | 15.13% | 19.12%-4.0pp | 20.50%-5.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,369 | $1,920-28.7% | $2,505-45.3% | $2,631-48.0% |
| Participant deferral / active EE | $4,397 | $3,136+40.2% | $4,008+9.7% | $4,212+4.4% |
| Admin fee / account holder | $1,950 | $5,786-66.3% | $6,956-72.0% | $7,344-73.4% |