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 | $97,693 | $83,477+17.0% | $125,175-22.0% | $72,985+33.9% |
| Participation rate | 81.4% | 73.3%+8.1pp | 79.8%+1.6pp | 69.5%+11.9pp |
| Annual return | 22.83% | 25.78%-2.9pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,073 | $2,345+31.0% | $3,865-20.5% | $2,440+26.0% |
| Participant deferral / active EE | $5,882 | $3,585+64.1% | $4,937+19.1% | $3,607+63.0% |
| Admin fee / account holder | $6,820 | $5,517+23.6% | $9,702-29.7% | $5,124+33.1% |