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 | $94,879 | $72,492+30.9% | $87,100+8.9% | $72,985+30.0% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 25.42% | 24.46%+1.0pp | 28.19%-2.8pp | 81.00%-55.6pp |
| Employer contribution / active EE | $580 | $1,894-69.4% | $2,521-77.0% | $2,440-76.2% |
| Participant deferral / active EE | $2,662 | $3,270-18.6% | $4,049-34.2% | $3,607-26.2% |
| Admin fee / account holder | $3,195 | $5,055-36.8% | $7,497-57.4% | $5,124-37.6% |