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 | $111,194 | $60,892+82.6% | $82,389+35.0% | $84,808+31.1% |
| Participation rate | 73.3% | 63.3%+10.1pp | 69.5%+3.8pp | 68.3%+5.0pp |
| Annual return | 13.15% | 37.29%-24.1pp | 28.67%-15.5pp | 40.90%-27.7pp |
| Employer contribution / active EE | $558 | $1,779-68.6% | $2,517-77.8% | $2,631-78.8% |
| Participant deferral / active EE | $3,758 | $3,179+18.2% | $4,155-9.6% | $4,212-10.8% |
| Admin fee / account holder | $4,060 | $5,467-25.8% | $7,231-43.9% | $7,344-44.7% |