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 | $115,495 | $74,927+54.1% | $101,794+13.5% | $84,808+36.2% |
| Participation rate | 89.9% | 61.4%+28.5pp | 69.2%+20.7pp | 68.3%+21.5pp |
| Annual return | 16.85% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,512 | $1,522-0.6% | $2,289-33.9% | $2,631-42.5% |
| Participant deferral / active EE | $6,462 | $3,099+108.5% | $4,084+58.2% | $4,212+53.4% |
| Admin fee / account holder | $10,019 | $6,514+53.8% | $8,777+14.1% | $7,344+36.4% |