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 | $54,677 | $95,803-42.9% | $113,168-51.7% | $84,808-35.5% |
| Participation rate | 94.0% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.7pp |
| Annual return | 12.27% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,065 | $2,360-54.9% | $2,975-64.2% | $2,631-59.5% |
| Participant deferral / active EE | $2,178 | $4,242-48.6% | $5,107-57.3% | $4,212-48.3% |
| Admin fee / account holder | $13,216 | $8,989+47.0% | $12,068+9.5% | $7,344+80.0% |