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 | $172,978 | $95,266+81.6% | $82,389+110.0% | $142,382+21.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 14.98% | 25.74%-10.8pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,309 | $2,991+10.6% | $2,517+31.5% | $4,299-23.0% |
| Participant deferral / active EE | $7,047 | $4,809+46.5% | $4,155+69.6% | $6,507+8.3% |
| Admin fee / account holder | $1,569 | $8,563-81.7% | $7,231-78.3% | $12,624-87.6% |