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 8-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 | $162,280 | $109,881+47.7% | $150,045+8.2% | $84,808+91.4% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 16.38% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,972 | $3,561+95.8% | $4,693+48.6% | $2,631+165.0% |
| Participant deferral / active EE | $18,290 | $6,636+175.6% | $7,997+128.7% | $4,212+334.3% |
| Admin fee / account holder | $1,965 | $8,568-77.1% | $13,435-85.4% | $7,344-73.2% |