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 | $168,970 | $99,985+69.0% | $146,665+15.2% | $85,850+96.8% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 13.86% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,429 | $2,559+34.0% | $4,136-17.1% | $2,565+33.7% |
| Participant deferral / active EE | $7,129 | $4,006+78.0% | $5,506+29.5% | $3,952+80.4% |
| Admin fee / account holder | $9,919 | $7,702+28.8% | $10,280-3.5% | $6,260+58.5% |