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 | $124,526 | $67,606+84.2% | $82,313+51.3% | $70,131+77.6% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 12.27% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $543 | $1,755-69.0% | $2,428-77.6% | $2,342-76.8% |
| Participant deferral / active EE | $3,267 | $2,987+9.4% | $3,706-11.9% | $3,332-1.9% |
| Admin fee / account holder | $18,311 | $4,512+305.8% | $5,608+226.5% | $4,645+294.2% |