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 | $110,868 | $90,503+22.5% | $78,689+40.9% | $273,961-59.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 7.59% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,212 | $3,176-30.4% | $2,851-22.4% | $4,869-54.6% |
| Participant deferral / active EE | $7,676 | $3,901+96.8% | $3,517+118.3% | $5,287+45.2% |
| Admin fee / account holder | $433 | $5,263-91.8% | $4,510-90.4% | $10,132-95.7% |