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 | $36,263 | $181,894-80.1% | $156,549-76.8% | $273,961-86.8% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 7.15% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,168 | $6,248-49.3% | $5,501-42.4% | $4,869-34.9% |
| Participant deferral / active EE | $1,875 | $5,550-66.2% | $4,871-61.5% | $5,287-64.5% |
| Admin fee / account holder | $726 | $15,559-95.3% | $13,027-94.4% | $10,132-92.8% |