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 | $159,366 | $109,881+45.0% | $150,045+6.2% | $84,808+87.9% |
| Participation rate | 95.3% | 76.1%+19.3pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 14.82% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,137 | $3,561-11.9% | $4,693-33.2% | $2,631+19.2% |
| Participant deferral / active EE | $12,075 | $6,636+82.0% | $7,997+51.0% | $4,212+186.7% |
| Admin fee / account holder | $1,868 | $8,568-78.2% | $13,435-86.1% | $7,344-74.6% |