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 | $155,055 | $72,277+114.5% | $101,248+53.1% | $79,858+94.2% |
| Participation rate | 73.7% | 68.5%+5.2pp | 75.8%-2.1pp | 69.6%+4.1pp |
| Annual return | 15.08% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,781 | $2,692+40.5% | $3,660+3.3% | $2,471+53.0% |
| Participant deferral / active EE | $8,310 | $3,282+153.2% | $4,370+90.1% | $3,740+122.2% |
| Admin fee / account holder | $6,388 | $4,400+45.2% | $5,945+7.4% | $5,306+20.4% |