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 | $154,712 | $57,541+168.9% | $95,745+61.6% | $75,163+105.8% |
| Participation rate | 78.3% | 62.5%+15.7pp | 72.3%+6.0pp | 67.2%+11.1pp |
| Annual return | 18.64% | 34.93%-16.3pp | 28.35%-9.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,117 | $1,808-38.2% | $2,835-60.6% | $2,670-58.2% |
| Participant deferral / active EE | $5,097 | $3,074+65.8% | $4,245+20.1% | $4,125+23.6% |
| Admin fee / account holder | $4,380 | $4,099+6.9% | $5,678-22.9% | $5,651-22.5% |