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 | $136,598 | $131,893+3.6% | $303,047-54.9% | $116,875+16.9% |
| Participation rate | 84.6% | 79.5%+5.1pp | 87.1%-2.5pp | 74.5%+10.1pp |
| Annual return | 16.34% | 15.41%+0.9pp | 2.47%+13.9pp | 16.29%0pp |
| Employer contribution / active EE | $3,407 | $3,467-1.7% | $7,418-54.1% | $3,288+3.6% |
| Participant deferral / active EE | $4,016 | $4,183-4.0% | $5,070-20.8% | $3,885+3.4% |
| Admin fee / account holder | $24,617 | $14,721+67.2% | $39,333-37.4% | $12,263+100.7% |