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 | $179,683 | $100,326+79.1% | $180,183-0.3% | $84,808+111.9% |
| Participation rate | 85.5% | 71.0%+14.5pp | 77.4%+8.1pp | 68.3%+17.2pp |
| Annual return | 17.22% | 17.86%-0.6pp | 27.86%-10.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,928 | $3,269+111.9% | $5,039+37.5% | $2,631+163.3% |
| Participant deferral / active EE | $8,961 | $5,066+76.9% | $6,822+31.3% | $4,212+112.8% |
| Admin fee / account holder | $2,343 | $9,674-75.8% | $19,975-88.3% | $7,344-68.1% |