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 | $145,124 | $109,413+32.6% | $156,263-7.1% | $84,808+71.1% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 18.20% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,808 | $2,907-3.4% | $4,333-35.2% | $2,631+6.7% |
| Participant deferral / active EE | $4,842 | $4,590+5.5% | $6,158-21.4% | $4,212+15.0% |
| Admin fee / account holder | $8,586 | $9,357-8.2% | $14,255-39.8% | $7,344+16.9% |