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 | $69,785 | $148,978-53.2% | $200,582-65.2% | $84,808-17.7% |
| Participation rate | 92.1% | 84.2%+7.8pp | 86.9%+5.2pp | 68.3%+23.8pp |
| Annual return | 16.65% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,253 | $4,815-32.4% | $6,419-49.3% | $2,631+23.6% |
| Participant deferral / active EE | $3,569 | $7,142-50.0% | $9,331-61.7% | $4,212-15.3% |
| Admin fee / account holder | $3,079 | $13,977-78.0% | $16,305-81.1% | $7,344-58.1% |