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 | $32,776 | $73,981-55.7% | $105,722-69.0% | $62,891-47.9% |
| Participation rate | 93.8% | 71.7%+22.1pp | 78.9%+14.8pp | 69.3%+24.4pp |
| Annual return | 10.51% | 17.60%-7.1pp | 12.25%-1.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,293 | $2,856+15.3% | $4,079-19.3% | $2,281+44.4% |
| Participant deferral / active EE | $7,770 | $4,038+92.4% | $5,326+45.9% | $3,203+142.6% |
| Admin fee / account holder | $4,542 | $5,976-24.0% | $8,308-45.3% | $4,296+5.7% |