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 | $146,518 | $109,881+33.3% | $150,045-2.4% | $84,808+72.8% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 19.66% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $5,170 | $3,561+45.2% | $4,693+10.2% | $2,631+96.5% |
| Participant deferral / active EE | $10,068 | $6,636+51.7% | $7,997+25.9% | $4,212+139.1% |
| Admin fee / account holder | $10,437 | $8,568+21.8% | $13,435-22.3% | $7,344+42.1% |