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 | $150,424 | $148,978+1.0% | $200,582-25.0% | $84,808+77.4% |
| Participation rate | 92.7% | 84.2%+8.5pp | 86.9%+5.8pp | 68.3%+24.4pp |
| Annual return | 16.22% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,591 | $4,815-25.4% | $6,419-44.0% | $2,631+36.5% |
| Participant deferral / active EE | $4,297 | $7,142-39.8% | $9,331-54.0% | $4,212+2.0% |
| Admin fee / account holder | $5,051 | $13,977-63.9% | $16,305-69.0% | $7,344-31.2% |