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 | $72,126 | $80,673-10.6% | $101,326-28.8% | $84,808-15.0% |
| Participation rate | 71.6% | 77.8%-6.2pp | 81.5%-9.9pp | 68.3%+3.3pp |
| Annual return | 17.39% | 38.95%-21.6pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,335 | $2,698-50.5% | $3,665-63.6% | $2,631-49.3% |
| Participant deferral / active EE | $3,156 | $6,840-53.9% | $7,994-60.5% | $4,212-25.1% |
| Admin fee / account holder | $747 | $12,784-94.2% | $11,185-93.3% | $7,344-89.8% |