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 | $115,782 | $181,894-36.3% | $156,549-26.0% | $273,961-57.7% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 12.40% | 30.74%-18.3pp | 32.23%-19.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,881 | $6,248-53.9% | $5,501-47.6% | $4,869-40.8% |
| Participant deferral / active EE | $8,441 | $5,550+52.1% | $4,871+73.3% | $5,287+59.7% |
| Admin fee / account holder | $1,423 | $15,559-90.9% | $13,027-89.1% | $10,132-86.0% |