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 | $165,891 | $93,571+77.3% | $135,903+22.1% | $75,163+120.7% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 24.30% | 30.90%-6.6pp | 68.23%-43.9pp | 160.62%-136.3pp |
| Employer contribution / active EE | $5,713 | $3,537+61.5% | $4,856+17.7% | $2,670+114.0% |
| Participant deferral / active EE | $8,927 | $6,404+39.4% | $7,758+15.1% | $4,125+116.4% |
| Admin fee / account holder | $1,382 | $6,975-80.2% | $10,762-87.2% | $5,651-75.5% |