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 | $58,551 | $72,492-19.2% | $87,100-32.8% | $72,985-19.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.21% | 24.46%-5.2pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,370 | $1,894+25.1% | $2,521-6.0% | $2,440-2.9% |
| Participant deferral / active EE | $2,486 | $3,270-24.0% | $4,049-38.6% | $3,607-31.1% |
| Admin fee / account holder | $5,516 | $5,055+9.1% | $7,497-26.4% | $5,124+7.6% |