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 | $153,941 | $80,673+90.8% | $101,326+51.9% | $84,808+81.5% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+28.0pp |
| Annual return | 16.74% | 38.95%-22.2pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,417 | $2,698-10.4% | $3,665-34.1% | $2,631-8.1% |
| Participant deferral / active EE | $7,376 | $6,840+7.8% | $7,994-7.7% | $4,212+75.1% |
| Admin fee / account holder | $4,980 | $12,784-61.0% | $11,185-55.5% | $7,344-32.2% |