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 | $110,267 | $95,803+15.1% | $113,168-2.6% | $84,808+30.0% |
| Participation rate | 87.7% | 72.9%+14.8pp | 76.6%+11.1pp | 68.3%+19.4pp |
| Annual return | 14.33% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,839 | $2,360-22.1% | $2,975-38.2% | $2,631-30.1% |
| Participant deferral / active EE | $5,380 | $4,242+26.8% | $5,107+5.4% | $4,212+27.7% |
| Admin fee / account holder | $4,961 | $8,989-44.8% | $12,068-58.9% | $7,344-32.5% |