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 | $95,484 | $60,349+58.2% | $74,183+28.7% | $62,891+51.8% |
| Participation rate | 79.0% | 72.7%+6.3pp | 76.6%+2.4pp | 69.3%+9.7pp |
| Annual return | 5.05% | 21.37%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,915 | $1,680+14.0% | $2,370-19.2% | $2,281-16.0% |
| Participant deferral / active EE | $5,812 | $2,856+103.5% | $3,550+63.7% | $3,203+81.5% |
| Admin fee / account holder | $11,735 | $4,261+175.4% | $5,586+110.1% | $4,296+173.2% |