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 | $73,206 | $39,122+87.1% | $57,179+28.0% | $62,891+16.4% |
| Participation rate | 85.3% | 70.5%+14.8pp | 75.3%+10.0pp | 69.3%+16.0pp |
| Annual return | 6.22% | 9.23%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $911 | $1,874-51.4% | $2,682-66.1% | $2,281-60.1% |
| Participant deferral / active EE | $5,152 | $2,374+117.0% | $3,096+66.4% | $3,203+60.8% |
| Admin fee / account holder | $4,926 | $2,592+90.1% | $3,139+56.9% | $4,296+14.7% |