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 | $73,886 | $89,753-17.7% | $107,525-31.3% | $84,808-12.9% |
| Participation rate | 94.0% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.7pp |
| Annual return | 15.68% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $908 | $3,113-70.8% | $3,754-75.8% | $2,631-65.5% |
| Participant deferral / active EE | $5,259 | $4,056+29.6% | $5,116+2.8% | $4,212+24.9% |
| Admin fee / account holder | $9,808 | $7,222+35.8% | $8,919+10.0% | $7,344+33.5% |