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 8-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 | $57,329 | $81,460-29.6% | $103,333-44.5% | $80,856-29.1% |
| Participation rate | 86.2% | 66.8%+19.3pp | 74.5%+11.7pp | 67.6%+18.5pp |
| Annual return | 12.92% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,630 | $3,105-15.3% | $3,868-32.0% | $2,755-4.5% |
| Participant deferral / active EE | $6,136 | $3,869+58.6% | $5,057+21.3% | $4,296+42.8% |
| Admin fee / account holder | $2,908 | $6,566-55.7% | $8,355-65.2% | $6,918-58.0% |