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 9-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 | $103,913 | $61,660+68.5% | $80,019+29.9% | $64,186+61.9% |
| Participation rate | 72.0% | 71.7%+0.3pp | 75.8%-3.8pp | 69.6%+2.4pp |
| Annual return | 11.61% | -0.33%+11.9pp | 11.22%+0.4pp | 7.63%+4.0pp |
| Employer contribution / active EE | $403 | $1,810-77.8% | $2,468-83.7% | $2,381-83.1% |
| Participant deferral / active EE | $2,981 | $2,968+0.5% | $3,686-19.1% | $3,470-14.1% |
| Admin fee / account holder | $16,712 | $5,417+208.5% | $6,521+156.3% | $4,888+241.9% |