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 | $51,068 | $153,772-66.8% | $133,980-61.9% | $273,961-81.4% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.1%-5.8pp | 83.0%-1.8pp |
| Annual return | 5.96% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,682 | $6,958-61.5% | $6,282-57.3% | $5,287-49.3% |
| Admin fee / account holder | $2,966 | $11,765-74.8% | $9,324-68.2% | $10,132-70.7% |