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 9-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 | $117,094 | $54,762+113.8% | $90,281+29.7% | $72,985+60.4% |
| Participation rate | 88.6% | 65.1%+23.5pp | 73.3%+15.4pp | 69.5%+19.2pp |
| Annual return | 19.90% | 30.63%-10.7pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,569 | $2,092-25.0% | $2,854-45.0% | $2,440-35.7% |
| Participant deferral / active EE | $4,721 | $2,887+63.5% | $3,885+21.5% | $3,607+30.9% |
| Admin fee / account holder | $4,079 | $3,972+2.7% | $5,351-23.8% | $5,124-20.4% |