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 | $109,510 | $79,944+37.0% | $98,439+11.2% | $75,163+45.7% |
| Participation rate | 73.0% | 70.4%+2.6pp | 75.2%-2.1pp | 67.2%+5.8pp |
| Annual return | 14.81% | 19.75%-4.9pp | 21.16%-6.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,444 | $2,264-36.2% | $3,048-52.6% | $2,670-45.9% |
| Participant deferral / active EE | $5,122 | $3,752+36.5% | $4,738+8.1% | $4,125+24.2% |
| Admin fee / account holder | $4,717 | $6,840-31.0% | $8,948-47.3% | $5,651-16.5% |