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 | $107,660 | $90,503+19.0% | $78,689+36.8% | $273,961-60.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.08% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $5,348 | $3,176+68.4% | $2,851+87.6% | $4,869+9.8% |
| Participant deferral / active EE | $11,814 | $3,901+202.8% | $3,517+235.9% | $5,287+123.4% |
| Admin fee / account holder | $7,565 | $5,263+43.7% | $4,510+67.7% | $10,132-25.3% |