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 | $159,156 | $100,923+57.7% | $150,045+6.1% | $74,304+114.2% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.3%+15.0pp | 60.3%+36.9pp |
| Annual return | 18.67% | 51.77%-33.1pp | 62.55%-43.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $3,379 | $3,463-2.4% | $4,693-28.0% | $2,241+50.8% |
| Participant deferral / active EE | $10,802 | $6,709+61.0% | $7,997+35.1% | $3,767+186.7% |
| Admin fee / account holder | $5,475 | $2,767+97.9% | $13,435-59.2% | $2,969+84.4% |