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 | $67,652 | $63,355+6.8% | $91,989-26.5% | $72,985-7.3% |
| Participation rate | 70.0% | 72.5%-2.5pp | 78.6%-8.6pp | 69.5%+0.5pp |
| Annual return | 24.62% | 35.35%-10.7pp | 69.02%-44.4pp | 81.00%-56.4pp |
| Employer contribution / active EE | $474 | $2,116-77.6% | $3,452-86.3% | $2,440-80.6% |
| Participant deferral / active EE | $4,256 | $4,883-12.8% | $5,923-28.1% | $3,607+18.0% |
| Admin fee / account holder | $7,666 | $4,668+64.2% | $7,743-1.0% | $5,124+49.6% |