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 | $93,574 | $71,050+31.7% | $93,6060% | $80,856+15.7% |
| Participation rate | 75.3% | 60.4%+14.9pp | 68.7%+6.6pp | 67.6%+7.7pp |
| Annual return | 12.32% | 11.26%+1.1pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,131 | $1,564-27.7% | $2,420-53.3% | $2,755-59.0% |
| Participant deferral / active EE | $5,004 | $4,034+24.1% | $4,411+13.4% | $4,296+16.5% |
| Admin fee / account holder | $8,512 | $6,945+22.6% | $8,285+2.7% | $6,918+23.0% |