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 | $112,714 | $96,484+16.8% | $156,263-27.9% | $74,304+51.7% |
| Participation rate | 77.0% | 67.7%+9.3pp | 78.9%-1.9pp | 60.3%+16.6pp |
| Annual return | 16.44% | 17.73%-1.3pp | 59.47%-43.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,489 | $2,528-41.1% | $4,333-65.6% | $2,241-33.6% |
| Participant deferral / active EE | $4,645 | $4,286+8.4% | $6,158-24.6% | $3,767+23.3% |
| Admin fee / account holder | $6,485 | $3,728+74.0% | $14,255-54.5% | $2,969+118.4% |