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 9-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 | $57,173 | $80,673-29.1% | $101,326-43.6% | $84,808-32.6% |
| Participation rate | 79.8% | 77.8%+2.0pp | 81.5%-1.7pp | 68.3%+11.5pp |
| Annual return | 15.36% | 38.95%-23.6pp | 36.82%-21.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,481 | $2,698-8.1% | $3,665-32.3% | $2,631-5.7% |
| Participant deferral / active EE | $10,332 | $6,840+51.0% | $7,994+29.2% | $4,212+145.3% |
| Admin fee / account holder | $14,037 | $12,784+9.8% | $11,185+25.5% | $7,344+91.1% |