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 | $48,693 | $153,772-68.3% | $133,980-63.7% | $273,961-82.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 6.74% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.7pp |
| Employer contribution / active EE | $6,083 | $6,029+0.9% | $5,211+16.7% | $4,869+24.9% |
| Participant deferral / active EE | $2,724 | $6,958-60.9% | $6,282-56.6% | $5,287-48.5% |
| Admin fee / account holder | $22,401 | $11,765+90.4% | $9,324+140.2% | $10,132+121.1% |