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 | $86,314 | $64,121+34.6% | $78,805+9.5% | $116,875-26.1% |
| Participation rate | 97.3% | 71.0%+26.3pp | 73.6%+23.7pp | 74.5%+22.8pp |
| Annual return | 19.44% | 16.32%+3.1pp | -2.71%+22.2pp | 16.29%+3.1pp |
| Employer contribution / active EE | $6,010 | $2,257+166.2% | $4,059+48.1% | $3,288+82.8% |
| Participant deferral / active EE | $7,888 | $2,757+186.1% | $3,584+120.1% | $3,885+103.0% |
| Admin fee / account holder | $10,719 | $5,745+86.6% | $5,677+88.8% | $12,263-12.6% |