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 | $150,788 | $135,952+10.9% | $123,892+21.7% | $273,961-45.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.33% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $6,855 | $5,170+32.6% | $4,617+48.5% | $4,869+40.8% |
| Participant deferral / active EE | $8,717 | $6,343+37.4% | $5,984+45.7% | $5,287+64.9% |
| Admin fee / account holder | $643 | $9,817-93.5% | $8,357-92.3% | $10,132-93.7% |