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 | $62,433 | $99,341-37.2% | $84,750-26.3% | $273,961-77.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.53% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,590 | $4,214+8.9% | $3,574+28.4% | $4,869-5.7% |
| Participant deferral / active EE | $4,853 | $4,269+13.7% | $3,712+30.8% | $5,287-8.2% |
| Admin fee / account holder | $716 | $6,644-89.2% | $5,332-86.6% | $10,132-92.9% |