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 | $171,946 | $109,881+56.5% | $150,045+14.6% | $84,808+102.7% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,335 | $3,561-34.4% | $4,693-50.2% | $2,631-11.3% |
| Participant deferral / active EE | $6,913 | $6,636+4.2% | $7,997-13.6% | $4,212+64.1% |
| Admin fee / account holder | $1,595 | $8,568-81.4% | $13,435-88.1% | $7,344-78.3% |