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 | $85,633 | $72,492+18.1% | $87,100-1.7% | $72,985+17.3% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.9%+7.3pp | 69.5%+14.6pp |
| Annual return | 25.17% | 24.46%+0.7pp | 28.19%-3.0pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,880 | $1,894-0.7% | $2,521-25.4% | $2,440-22.9% |
| Participant deferral / active EE | $3,480 | $3,270+6.4% | $4,049-14.0% | $3,607-3.5% |
| Admin fee / account holder | $5,019 | $5,055-0.7% | $7,497-33.1% | $5,124-2.1% |