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 | $164,203 | $65,365+151.2% | $92,893+76.8% | $72,985+125.0% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 19.06% | 42.10%-23.0pp | 109.41%-90.4pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,949 | $2,594+13.7% | $3,653-19.3% | $2,440+20.9% |
| Participant deferral / active EE | $2,102 | $3,128-32.8% | $4,236-50.4% | $3,607-41.7% |
| Admin fee / account holder | $4,935 | $4,251+16.1% | $5,794-14.8% | $5,124-3.7% |