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 | $149,054 | $109,413+36.2% | $156,263-4.6% | $84,808+75.8% |
| Participation rate | 70.8% | 72.7%-1.9pp | 78.9%-8.1pp | 68.3%+2.5pp |
| Annual return | 13.72% | 20.18%-6.5pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,493 | $2,907+20.2% | $4,333-19.4% | $2,631+32.8% |
| Participant deferral / active EE | $7,312 | $4,590+59.3% | $6,158+18.7% | $4,212+73.6% |
| Admin fee / account holder | $12,315 | $9,357+31.6% | $14,255-13.6% | $7,344+67.7% |