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 | $38,517 | $99,341-61.2% | $84,750-54.6% | $273,961-85.9% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 8.28% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,936 | $4,214-30.3% | $3,574-17.9% | $4,869-39.7% |
| Participant deferral / active EE | $6,273 | $4,269+46.9% | $3,712+69.0% | $5,287+18.6% |
| Admin fee / account holder | $1,546 | $6,644-76.7% | $5,332-71.0% | $10,132-84.7% |