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 | $91,645 | $55,706+64.5% | $75,886+20.8% | $72,985+25.6% |
| Participation rate | 79.2% | 61.1%+18.0pp | 69.3%+9.9pp | 69.5%+9.7pp |
| Annual return | 21.49% | 27.59%-6.1pp | 30.76%-9.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,860 | $1,687+10.3% | $2,500-25.6% | $2,440-23.8% |
| Participant deferral / active EE | $4,849 | $2,634+84.1% | $3,603+34.6% | $3,607+34.4% |
| Admin fee / account holder | $3,807 | $3,978-4.3% | $5,418-29.7% | $5,124-25.7% |