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 | $228,113 | $95,803+138.1% | $113,168+101.6% | $84,808+169.0% |
| Participation rate | 70.6% | 72.9%-2.3pp | 76.6%-6.0pp | 68.3%+2.3pp |
| Annual return | 13.04% | 25.00%-12.0pp | 24.27%-11.2pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,747 | $2,360-26.0% | $2,975-41.3% | $2,631-33.6% |
| Participant deferral / active EE | $5,773 | $4,242+36.1% | $5,107+13.0% | $4,212+37.1% |
| Admin fee / account holder | $27,257 | $8,989+203.2% | $12,068+125.9% | $7,344+271.2% |