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 | $88,184 | $62,586+40.9% | $76,768+14.9% | $64,186+37.4% |
| Participation rate | 85.9% | 72.8%+13.1pp | 77.0%+8.9pp | 69.6%+16.3pp |
| Annual return | 4.55% | -1.95%+6.5pp | 2.43%+2.1pp | 7.63%-3.1pp |
| Employer contribution / active EE | $1,305 | $1,832-28.7% | $2,485-47.5% | $2,381-45.2% |
| Participant deferral / active EE | $5,221 | $3,145+66.0% | $3,852+35.6% | $3,470+50.5% |
| Admin fee / account holder | $6,919 | $4,667+48.3% | $6,675+3.7% | $4,888+41.6% |