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 3-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 | $163,019 | $106,584+52.9% | $101,326+60.9% | $142,382+14.5% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 18.51% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,924 | $3,956+24.5% | $3,665+34.4% | $4,299+14.5% |
| Participant deferral / active EE | $10,183 | $8,297+22.7% | $7,994+27.4% | $6,507+56.5% |
| Admin fee / account holder | $2,934 | $11,446-74.4% | $11,185-73.8% | $12,624-76.8% |