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 | $70,406 | $39,122+80.0% | $57,179+23.1% | $62,891+11.9% |
| Participation rate | 88.5% | 70.5%+18.0pp | 75.3%+13.1pp | 69.3%+19.2pp |
| Annual return | 6.41% | 9.23%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,763 | $1,874+47.4% | $2,682+3.0% | $2,281+21.1% |
| Participant deferral / active EE | $3,685 | $2,374+55.2% | $3,096+19.0% | $3,203+15.0% |
| Admin fee / account holder | $591 | $2,592-77.2% | $3,139-81.2% | $4,296-86.3% |