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 | $105,979 | $81,460+30.1% | $103,333+2.6% | $80,856+31.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 11.95% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,485 | $3,105-20.0% | $3,868-35.8% | $2,755-9.8% |
| Participant deferral / active EE | $6,368 | $3,869+64.6% | $5,057+25.9% | $4,296+48.2% |
| Admin fee / account holder | $14,395 | $6,566+119.2% | $8,355+72.3% | $6,918+108.1% |