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 | $127,462 | $81,460+56.5% | $103,333+23.4% | $80,856+57.6% |
| Participation rate | 88.3% | 66.8%+21.5pp | 74.5%+13.8pp | 67.6%+20.7pp |
| Annual return | 25.28% | 25.55%-0.3pp | 24.88%+0.4pp | 35.59%-10.3pp |
| Employer contribution / active EE | $8,793 | $3,105+183.2% | $3,868+127.3% | $2,755+219.2% |
| Participant deferral / active EE | $6,936 | $3,869+79.3% | $5,057+37.1% | $4,296+61.5% |
| Admin fee / account holder | $7,370 | $6,566+12.2% | $8,355-11.8% | $6,918+6.5% |