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 | $147,205 | $99,341+48.2% | $84,750+73.7% | $273,961-46.3% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 6.11% | 22.93%-16.8pp | 22.78%-16.7pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,240 | $4,214-23.1% | $3,574-9.4% | $4,869-33.5% |
| Participant deferral / active EE | $5,710 | $4,269+33.7% | $3,712+53.8% | $5,287+8.0% |
| Admin fee / account holder | $21,129 | $6,644+218.0% | $5,332+296.3% | $10,132+108.5% |