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 | $154,116 | $64,480+139.0% | $81,382+89.4% | $80,856+90.6% |
| Participation rate | 80.9% | 63.9%+17.0pp | 69.5%+11.4pp | 67.6%+13.3pp |
| Annual return | 15.60% | 16.34%-0.7pp | 24.73%-9.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,880 | $1,978+146.7% | $2,463+98.2% | $2,755+77.1% |
| Participant deferral / active EE | $9,983 | $3,094+222.7% | $3,883+157.1% | $4,296+132.4% |
| Admin fee / account holder | $27,139 | $5,671+378.6% | $5,768+370.5% | $6,918+292.3% |