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 | $116,739 | $65,561+78.1% | $91,541+27.5% | $74,304+57.1% |
| Participation rate | 97.1% | 56.6%+40.6pp | 69.8%+27.4pp | 60.3%+36.8pp |
| Annual return | 19.73% | 17.68%+2.0pp | 20.50%-0.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $4,601 | $1,717+167.9% | $2,505+83.7% | $2,241+105.3% |
| Participant deferral / active EE | $9,504 | $2,918+225.7% | $4,008+137.1% | $3,767+152.3% |
| Admin fee / account holder | $54,651 | $3,333+1539.9% | $6,956+685.6% | $2,969+1740.8% |