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 | $68,604 | $55,706+23.2% | $75,886-9.6% | $72,985-6.0% |
| Participation rate | 91.2% | 61.1%+30.0pp | 69.3%+21.9pp | 69.5%+21.7pp |
| Annual return | 21.95% | 27.59%-5.6pp | 30.76%-8.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,429 | $1,687+103.3% | $2,500+37.1% | $2,440+40.5% |
| Participant deferral / active EE | $5,794 | $2,634+120.0% | $3,603+60.8% | $3,607+60.6% |
| Admin fee / account holder | $9,623 | $3,978+141.9% | $5,418+77.6% | $5,124+87.8% |