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 | $172,937 | $89,753+92.7% | $107,525+60.8% | $84,808+103.9% |
| Participation rate | 78.3% | 68.1%+10.2pp | 75.1%+3.2pp | 68.3%+9.9pp |
| Annual return | 15.22% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,010 | $3,113-35.4% | $3,754-46.4% | $2,631-23.6% |
| Participant deferral / active EE | $6,344 | $4,056+56.4% | $5,116+24.0% | $4,212+50.6% |
| Admin fee / account holder | $6,744 | $7,222-6.6% | $8,919-24.4% | $7,344-8.2% |