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 | $247,070 | $167,307+47.7% | $143,757+71.9% | $134,475+83.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 5.12% | 0.46%+4.7pp | -0.04%+5.2pp | 417.96%-412.8pp |
| Employer contribution / active EE | $8,062 | $5,619+43.5% | $4,951+62.8% | $4,740+70.1% |
| Participant deferral / active EE | $8,341 | $6,446+29.4% | $5,637+48.0% | $6,400+30.3% |
| Admin fee / account holder | $3,064 | $18,088-83.1% | $14,673-79.1% | $11,426-73.2% |