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 | $148,627 | $109,359+35.9% | $162,163-8.3% | $72,985+103.6% |
| Participation rate | 93.7% | 84.3%+9.4pp | 87.6%+6.1pp | 69.5%+24.2pp |
| Annual return | 23.90% | 25.46%-1.6pp | 115.59%-91.7pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,643 | $3,907-6.8% | $5,614-35.1% | $2,440+49.3% |
| Participant deferral / active EE | $11,696 | $5,481+113.4% | $7,298+60.3% | $3,607+224.2% |
| Admin fee / account holder | $4,993 | $7,972-37.4% | $10,843-53.9% | $5,124-2.6% |