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 | $93,538 | $57,016+64.1% | $84,966+10.1% | $80,856+15.7% |
| Participation rate | 74.2% | 56.3%+17.8pp | 67.5%+6.7pp | 67.6%+6.6pp |
| Annual return | 12.78% | 21.66%-8.9pp | 66.38%-53.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,002 | $1,798+11.4% | $2,727-26.6% | $2,755-27.3% |
| Participant deferral / active EE | $5,289 | $3,110+70.1% | $4,519+17.0% | $4,296+23.1% |
| Admin fee / account holder | $14,876 | $4,980+198.7% | $6,149+141.9% | $6,918+115.0% |