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 | $146,612 | $109,413+34.0% | $156,263-6.2% | $84,808+72.9% |
| Participation rate | 70.3% | 72.7%-2.4pp | 78.9%-8.6pp | 68.3%+2.0pp |
| Annual return | 21.85% | 20.18%+1.7pp | 59.47%-37.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,029 | $2,907-64.6% | $4,333-76.3% | $2,631-60.9% |
| Participant deferral / active EE | $7,560 | $4,590+64.7% | $6,158+22.8% | $4,212+79.5% |
| Admin fee / account holder | $3,210 | $9,357-65.7% | $14,255-77.5% | $7,344-56.3% |