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 | $119,603 | $72,012+66.1% | $185,823-35.6% | $79,858+49.8% |
| Participation rate | 87.8% | 65.8%+22.0pp | 78.0%+9.8pp | 69.6%+18.2pp |
| Annual return | 21.60% | 23.12%-1.5pp | 35.95%-14.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,859 | $1,965-5.4% | $4,087-54.5% | $2,471-24.8% |
| Participant deferral / active EE | $3,326 | $3,779-12.0% | $5,632-40.9% | $3,740-11.1% |
| Admin fee / account holder | $1,324 | $4,513-70.7% | $9,500-86.1% | $5,306-75.1% |