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 | $108,218 | $95,803+13.0% | $113,168-4.4% | $84,808+27.6% |
| Participation rate | 77.1% | 72.9%+4.2pp | 76.6%+0.5pp | 68.3%+8.8pp |
| Annual return | 14.48% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,018 | $2,360-56.9% | $2,975-65.8% | $2,631-61.3% |
| Participant deferral / active EE | $2,605 | $4,242-38.6% | $5,107-49.0% | $4,212-38.1% |
| Admin fee / account holder | $2,435 | $8,989-72.9% | $12,068-79.8% | $7,344-66.8% |