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 | $186,528 | $109,881+69.8% | $150,045+24.3% | $84,808+119.9% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 14.62% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,335 | $3,561+77.9% | $4,693+35.0% | $2,631+140.8% |
| Participant deferral / active EE | $4,463 | $6,636-32.7% | $7,997-44.2% | $4,212+6.0% |
| Admin fee / account holder | $17,675 | $8,568+106.3% | $13,435+31.6% | $7,344+140.7% |