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 | $104,709 | $95,803+9.3% | $113,168-7.5% | $84,808+23.5% |
| Participation rate | 90.4% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.1pp |
| Annual return | 18.66% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,839 | $2,360-22.1% | $2,975-38.2% | $2,631-30.1% |
| Participant deferral / active EE | $4,038 | $4,242-4.8% | $5,107-20.9% | $4,212-4.1% |
| Admin fee / account holder | $13,942 | $8,989+55.1% | $12,068+15.5% | $7,344+89.8% |