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 | $147,901 | $105,630+40.0% | $87,507+69.0% | $273,961-46.0% |
| Participation rate | 95.8% | 78.2%+17.6pp | 73.8%+22.0pp | 83.0%+12.8pp |
| Annual return | 7.96% | 12.25%-4.3pp | 12.21%-4.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,602 | $3,141-49.0% | $2,550-37.2% | $4,869-67.1% |
| Participant deferral / active EE | $4,853 | $3,601+34.8% | $3,149+54.1% | $5,287-8.2% |
| Admin fee / account holder | $14,218 | $4,781+197.4% | $4,221+236.9% | $10,132+40.3% |