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 | $70,809 | $95,803-26.1% | $113,168-37.4% | $84,808-16.5% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 12.91% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,989 | $2,360+26.6% | $2,975+0.5% | $2,631+13.6% |
| Participant deferral / active EE | $7,618 | $4,242+79.6% | $5,107+49.2% | $4,212+80.9% |
| Admin fee / account holder | $11,177 | $8,989+24.3% | $12,068-7.4% | $7,344+52.2% |