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 | $168,056 | $95,803+75.4% | $113,168+48.5% | $84,808+98.2% |
| Participation rate | 93.2% | 72.9%+20.3pp | 76.6%+16.6pp | 68.3%+24.9pp |
| Annual return | 13.31% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,813 | $2,360+103.9% | $2,975+61.8% | $2,631+82.9% |
| Participant deferral / active EE | $10,219 | $4,242+140.9% | $5,107+100.1% | $4,212+142.6% |
| Admin fee / account holder | $4,858 | $8,989-46.0% | $12,068-59.7% | $7,344-33.9% |