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 | $108,286 | $78,926+37.2% | $136,749-20.8% | $84,808+27.7% |
| Participation rate | 87.3% | 62.2%+25.1pp | 72.1%+15.1pp | 68.3%+19.0pp |
| Annual return | 14.18% | 18.17%-4.0pp | 24.33%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $981 | $2,134-54.0% | $3,400-71.1% | $2,631-62.7% |
| Participant deferral / active EE | $5,321 | $3,168+67.9% | $4,692+13.4% | $4,212+26.3% |
| Admin fee / account holder | $16,292 | $6,369+155.8% | $11,386+43.1% | $7,344+121.8% |