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 | $78,295 | $73,933+5.9% | $96,683-19.0% | $75,163+4.2% |
| Participation rate | 79.2% | 66.4%+12.7pp | 74.3%+4.8pp | 67.2%+12.0pp |
| Annual return | 15.71% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,365 | $2,928-19.2% | $3,737-36.7% | $2,670-11.4% |
| Participant deferral / active EE | $5,850 | $3,659+59.9% | $4,878+19.9% | $4,125+41.8% |
| Admin fee / account holder | $2,966 | $5,216-43.1% | $6,730-55.9% | $5,651-47.5% |