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 | $165,980 | $86,929+90.9% | $102,423+62.1% | $80,856+105.3% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.6%+14.7pp |
| Annual return | 13.74% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,427 | $2,369+171.2% | $3,023+112.6% | $2,755+133.3% |
| Participant deferral / active EE | $7,236 | $4,118+75.7% | $5,053+43.2% | $4,296+68.4% |
| Admin fee / account holder | $14,107 | $8,049+75.3% | $9,451+49.3% | $6,918+103.9% |