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 | $186,978 | $148,978+25.5% | $200,582-6.8% | $84,808+120.5% |
| Participation rate | 95.5% | 84.2%+11.2pp | 86.9%+8.6pp | 68.3%+27.1pp |
| Annual return | 15.75% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,239 | $4,815-12.0% | $6,419-34.0% | $2,631+61.1% |
| Participant deferral / active EE | $11,606 | $7,142+62.5% | $9,331+24.4% | $4,212+175.6% |
| Admin fee / account holder | $38,245 | $13,977+173.6% | $16,305+134.6% | $7,344+420.8% |