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 | $99,158 | $68,719+44.3% | $91,541+8.3% | $84,808+16.9% |
| Participation rate | 75.0% | 64.5%+10.5pp | 69.8%+5.2pp | 68.3%+6.7pp |
| Annual return | 25.67% | 19.12%+6.5pp | 20.50%+5.2pp | 40.90%-15.2pp |
| Employer contribution / active EE | $2,054 | $1,920+7.0% | $2,505-18.0% | $2,631-21.9% |
| Participant deferral / active EE | $2,908 | $3,136-7.3% | $4,008-27.4% | $4,212-31.0% |
| Admin fee / account holder | $1,064 | $5,786-81.6% | $6,956-84.7% | $7,344-85.5% |