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 | $97,271 | $81,460+19.4% | $103,333-5.9% | $80,856+20.3% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.6%+5.1pp |
| Annual return | 13.55% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,031 | $3,105+29.8% | $3,868+4.2% | $2,755+46.3% |
| Participant deferral / active EE | $6,308 | $3,869+63.1% | $5,057+24.7% | $4,296+46.8% |
| Admin fee / account holder | $37,683 | $6,566+473.9% | $8,355+351.0% | $6,918+444.7% |