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 | $102,768 | $74,927+37.2% | $101,794+1.0% | $84,808+21.2% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.2%+22.8pp | 68.3%+23.7pp |
| Annual return | 12.78% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,504 | $1,522-1.2% | $2,289-34.3% | $2,631-42.8% |
| Participant deferral / active EE | $4,801 | $3,099+54.9% | $4,084+17.6% | $4,212+14.0% |
| Admin fee / account holder | $6,944 | $6,514+6.6% | $8,777-20.9% | $7,344-5.4% |