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 | $69,700 | $95,803-27.2% | $113,168-38.4% | $84,808-17.8% |
| Participation rate | 71.1% | 72.9%-1.8pp | 76.6%-5.5pp | 68.3%+2.7pp |
| Annual return | 21.97% | 25.00%-3.0pp | 24.27%-2.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,729 | $2,360-26.7% | $2,975-41.9% | $2,631-34.3% |
| Participant deferral / active EE | $3,958 | $4,242-6.7% | $5,107-22.5% | $4,212-6.0% |
| Admin fee / account holder | $4,764 | $8,989-47.0% | $12,068-60.5% | $7,344-35.1% |