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 | $107,233 | $86,929+23.4% | $102,423+4.7% | $80,856+32.6% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.6%+8.4pp |
| Annual return | 13.24% | 18.88%-5.6pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,941 | $2,369+24.1% | $3,023-2.7% | $2,755+6.8% |
| Participant deferral / active EE | $6,264 | $4,118+52.1% | $5,053+24.0% | $4,296+45.8% |
| Admin fee / account holder | $27,068 | $8,049+236.3% | $9,451+186.4% | $6,918+291.3% |