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 | $76,111 | $46,869+62.4% | $122,332-37.8% | $70,131+8.5% |
| Participation rate | 70.0% | 58.2%+11.8pp | 71.6%-1.6pp | 69.5%+0.5pp |
| Annual return | 13.34% | 24.22%-10.9pp | 30.27%-16.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $799 | $1,288-37.9% | $4,050-80.3% | $2,342-65.9% |
| Participant deferral / active EE | $2,566 | $2,166+18.4% | $3,287-21.9% | $3,332-23.0% |
| Admin fee / account holder | $32,906 | $3,322+890.4% | $5,478+500.7% | $4,645+608.4% |