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 | $71,909 | $153,772-53.2% | $133,980-46.3% | $273,961-73.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 3.86% | 36.51%-32.7pp | 29.30%-25.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,549 | $6,029-74.3% | $5,211-70.3% | $4,869-68.2% |
| Participant deferral / active EE | $4,700 | $6,958-32.5% | $6,282-25.2% | $5,287-11.1% |
| Admin fee / account holder | $3,417 | $11,765-71.0% | $9,324-63.4% | $10,132-66.3% |