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 3-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 | $67,686 | $80,673-16.1% | $101,326-33.2% | $84,808-20.2% |
| Participation rate | 91.5% | 77.8%+13.7pp | 81.5%+10.0pp | 68.3%+23.2pp |
| Annual return | 19.23% | 38.95%-19.7pp | 36.82%-17.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,638 | $2,698+34.9% | $3,665-0.7% | $2,631+38.3% |
| Participant deferral / active EE | $9,153 | $6,840+33.8% | $7,994+14.5% | $4,212+117.3% |
| Admin fee / account holder | $1,832 | $12,784-85.7% | $11,185-83.6% | $7,344-75.1% |