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 | $148,602 | $80,673+84.2% | $101,326+46.7% | $84,808+75.2% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+28.0pp |
| Annual return | 16.50% | 38.95%-22.5pp | 36.82%-20.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $7,781 | $2,698+188.4% | $3,665+112.3% | $2,631+195.7% |
| Participant deferral / active EE | $4,502 | $6,840-34.2% | $7,994-43.7% | $4,212+6.9% |
| Admin fee / account holder | $1,573 | $12,784-87.7% | $11,185-85.9% | $7,344-78.6% |