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 | $138,207 | $95,803+44.3% | $113,168+22.1% | $84,808+63.0% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 13.01% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,477 | $2,360-37.4% | $2,975-50.4% | $2,631-43.9% |
| Participant deferral / active EE | $3,956 | $4,242-6.7% | $5,107-22.5% | $4,212-6.1% |
| Admin fee / account holder | $14,365 | $8,989+59.8% | $12,068+19.0% | $7,344+95.6% |