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 | $147,880 | $90,503+63.4% | $78,689+87.9% | $273,961-46.0% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 5.57% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,163 | $3,176-63.4% | $2,851-59.2% | $4,869-76.1% |
| Participant deferral / active EE | $4,429 | $3,901+13.5% | $3,517+25.9% | $5,287-16.2% |
| Admin fee / account holder | $16,607 | $5,263+215.5% | $4,510+268.2% | $10,132+63.9% |