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 | $110,648 | $95,803+15.5% | $113,168-2.2% | $84,808+30.5% |
| Participation rate | 96.3% | 72.9%+23.5pp | 76.6%+19.8pp | 68.3%+28.0pp |
| Annual return | 15.84% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,279 | $2,360-3.4% | $2,975-23.4% | $2,631-13.4% |
| Participant deferral / active EE | $6,635 | $4,242+56.4% | $5,107+29.9% | $4,212+57.5% |
| Admin fee / account holder | $2,764 | $8,989-69.3% | $12,068-77.1% | $7,344-62.4% |