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 | $164,665 | $109,413+50.5% | $156,263+5.4% | $84,808+94.2% |
| Participation rate | 82.7% | 72.7%+10.0pp | 78.9%+3.8pp | 68.3%+14.4pp |
| Annual return | 12.85% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,634 | $2,907+25.0% | $4,333-16.1% | $2,631+38.1% |
| Participant deferral / active EE | $9,126 | $4,590+98.8% | $6,158+48.2% | $4,212+116.7% |
| Admin fee / account holder | $1,036 | $9,357-88.9% | $14,255-92.7% | $7,344-85.9% |