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 | $56,375 | $78,926-28.6% | $136,749-58.8% | $84,808-33.5% |
| Participation rate | 93.3% | 62.2%+31.2pp | 72.1%+21.2pp | 68.3%+25.0pp |
| Annual return | 14.10% | 18.17%-4.1pp | 24.33%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $569 | $2,134-73.4% | $3,400-83.3% | $2,631-78.4% |
| Participant deferral / active EE | $2,235 | $3,168-29.5% | $4,692-52.4% | $4,212-46.9% |
| Admin fee / account holder | $6,127 | $6,369-3.8% | $11,386-46.2% | $7,344-16.6% |