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 | $35,254 | $118,450-70.2% | $98,439-64.2% | $139,434-74.7% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 13.13% | 18.94%-5.8pp | 21.16%-8.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,184 | $3,609-39.5% | $3,048-28.4% | $4,751-54.0% |
| Participant deferral / active EE | $2,474 | $5,392-54.1% | $4,738-47.8% | $6,710-63.1% |
| Admin fee / account holder | $4,140 | $14,026-70.5% | $8,948-53.7% | $11,403-63.7% |