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 | $119,365 | $74,927+59.3% | $101,794+17.3% | $84,808+40.7% |
| Participation rate | 79.3% | 61.4%+17.9pp | 69.2%+10.1pp | 68.3%+11.0pp |
| Annual return | 19.48% | 18.70%+0.8pp | 30.53%-11.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,746 | $1,522+14.7% | $2,289-23.7% | $2,631-33.6% |
| Participant deferral / active EE | $4,033 | $3,099+30.1% | $4,084-1.2% | $4,212-4.2% |
| Admin fee / account holder | $8,710 | $6,514+33.7% | $8,777-0.8% | $7,344+18.6% |