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 | $66,477 | $101,724-34.6% | $164,813-59.7% | $80,856-17.8% |
| Participation rate | 76.3% | 71.8%+4.5pp | 78.6%-2.3pp | 67.6%+8.7pp |
| Annual return | 14.97% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,746 | $2,953-7.0% | $4,341-36.7% | $2,755-0.3% |
| Participant deferral / active EE | $3,737 | $4,477-16.5% | $6,031-38.0% | $4,296-13.0% |
| Admin fee / account holder | $8,374 | $8,227+1.8% | $12,690-34.0% | $6,918+21.0% |