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 | $112,524 | $80,673+39.5% | $101,326+11.1% | $84,808+32.7% |
| Participation rate | 86.6% | 77.8%+8.8pp | 81.5%+5.1pp | 68.3%+18.3pp |
| Annual return | 17.96% | 38.95%-21.0pp | 36.82%-18.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,316 | $2,698+22.9% | $3,665-9.5% | $2,631+26.0% |
| Participant deferral / active EE | $3,776 | $6,840-44.8% | $7,994-52.8% | $4,212-10.3% |
| Admin fee / account holder | $9,755 | $12,784-23.7% | $11,185-12.8% | $7,344+32.8% |