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 | $102,032 | $74,927+36.2% | $101,794+0.2% | $84,808+20.3% |
| Participation rate | 91.8% | 61.4%+30.4pp | 69.2%+22.7pp | 68.3%+23.5pp |
| Annual return | 16.40% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,622 | $1,522+72.3% | $2,289+14.5% | $2,631-0.3% |
| Participant deferral / active EE | $6,041 | $3,099+94.9% | $4,084+47.9% | $4,212+43.4% |
| Admin fee / account holder | $7,091 | $6,514+8.9% | $8,777-19.2% | $7,344-3.4% |