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 | $57,984 | $95,803-39.5% | $113,168-48.8% | $84,808-31.6% |
| Participation rate | 95.7% | 72.9%+22.8pp | 76.6%+19.1pp | 68.3%+27.3pp |
| Annual return | 16.24% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,889 | $2,360+22.4% | $2,975-2.9% | $2,631+9.8% |
| Participant deferral / active EE | $4,042 | $4,242-4.7% | $5,107-20.9% | $4,212-4.0% |
| Admin fee / account holder | $2,773 | $8,989-69.2% | $12,068-77.0% | $7,344-62.2% |