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 | $94,439 | $68,719+37.4% | $91,541+3.2% | $84,808+11.4% |
| Participation rate | 72.7% | 64.5%+8.2pp | 69.8%+3.0pp | 68.3%+4.4pp |
| Annual return | 14.23% | 19.12%-4.9pp | 20.50%-6.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,350 | $1,920-29.7% | $2,505-46.1% | $2,631-48.7% |
| Participant deferral / active EE | $6,837 | $3,136+118.0% | $4,008+70.6% | $4,212+62.3% |
| Admin fee / account holder | $9,148 | $5,786+58.1% | $6,956+31.5% | $7,344+24.6% |