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 | $171,877 | $109,881+56.4% | $150,045+14.6% | $84,808+102.7% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 17.76% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,697 | $3,561+31.9% | $4,693+0.1% | $2,631+78.5% |
| Participant deferral / active EE | $11,547 | $6,636+74.0% | $7,997+44.4% | $4,212+174.2% |
| Admin fee / account holder | $2,210 | $8,568-74.2% | $13,435-83.5% | $7,344-69.9% |