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 | $88,793 | $148,978-40.4% | $200,582-55.7% | $84,808+4.7% |
| Participation rate | 90.5% | 84.2%+6.2pp | 86.9%+3.6pp | 68.3%+22.2pp |
| Annual return | 14.28% | 28.16%-13.9pp | 42.33%-28.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,372 | $4,815-30.0% | $6,419-47.5% | $2,631+28.1% |
| Participant deferral / active EE | $5,766 | $7,142-19.3% | $9,331-38.2% | $4,212+36.9% |
| Admin fee / account holder | $37,301 | $13,977+166.9% | $16,305+128.8% | $7,344+407.9% |