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 | $80,394 | $60,349+33.2% | $74,183+8.4% | $62,891+27.8% |
| Participation rate | 82.1% | 72.7%+9.4pp | 76.6%+5.5pp | 69.3%+12.8pp |
| Annual return | 7.09% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $801 | $1,680-52.3% | $2,370-66.2% | $2,281-64.9% |
| Participant deferral / active EE | $4,801 | $2,856+68.1% | $3,550+35.3% | $3,203+49.9% |
| Admin fee / account holder | $9,116 | $4,261+113.9% | $5,586+63.2% | $4,296+112.2% |