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 | $82,719 | $95,803-13.7% | $113,168-26.9% | $84,808-2.5% |
| Participation rate | 83.5% | 72.9%+10.7pp | 76.6%+7.0pp | 68.3%+15.2pp |
| Annual return | 14.71% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,504 | $2,360+6.1% | $2,975-15.8% | $2,631-4.8% |
| Participant deferral / active EE | $3,450 | $4,242-18.7% | $5,107-32.4% | $4,212-18.1% |
| Admin fee / account holder | $2,031 | $8,989-77.4% | $12,068-83.2% | $7,344-72.3% |