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 | $139,576 | $72,277+93.1% | $101,248+37.9% | $79,858+74.8% |
| Participation rate | 71.0% | 68.5%+2.5pp | 75.8%-4.8pp | 69.6%+1.3pp |
| Annual return | 11.77% | 22.30%-10.5pp | 46.47%-34.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,115 | $2,692-58.6% | $3,660-69.5% | $2,471-54.9% |
| Participant deferral / active EE | $3,613 | $3,282+10.1% | $4,370-17.3% | $3,740-3.4% |
| Admin fee / account holder | $27,499 | $4,400+524.9% | $5,945+362.5% | $5,306+418.2% |