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 | $71,317 | $80,717-11.6% | $154,803-53.9% | $84,808-15.9% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 20.11% | 37.96%-17.8pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,758 | $2,761-36.3% | $4,305-59.2% | $2,631-33.2% |
| Participant deferral / active EE | $4,159 | $3,303+25.9% | $5,540-24.9% | $4,212-1.3% |
| Admin fee / account holder | $1,071 | $6,746-84.1% | $14,329-92.5% | $7,344-85.4% |