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 | $64,708 | $80,717-19.8% | $154,803-58.2% | $84,808-23.7% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 14.81% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,656 | $2,761+32.4% | $4,305-15.1% | $2,631+39.0% |
| Participant deferral / active EE | $4,592 | $3,303+39.0% | $5,540-17.1% | $4,212+9.0% |
| Admin fee / account holder | $6,986 | $6,746+3.6% | $14,329-51.2% | $7,344-4.9% |