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 | $150,588 | $83,477+80.4% | $125,175+20.3% | $72,985+106.3% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 21.30% | 25.78%-4.5pp | 43.79%-22.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,104 | $2,345-10.3% | $3,865-45.6% | $2,440-13.8% |
| Participant deferral / active EE | $5,126 | $3,585+43.0% | $4,937+3.8% | $3,607+42.1% |
| Admin fee / account holder | $2,950 | $5,517-46.5% | $9,702-69.6% | $5,124-42.4% |