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 | $65,989 | $76,367-13.6% | $93,606-29.5% | $72,985-9.6% |
| Participation rate | 95.7% | 71.7%+23.9pp | 75.8%+19.8pp | 69.5%+26.2pp |
| Annual return | 21.53% | 25.82%-4.3pp | 32.76%-11.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,304 | $2,275+45.2% | $2,718+21.6% | $2,440+35.4% |
| Participant deferral / active EE | $2,242 | $3,538-36.6% | $4,069-44.9% | $3,607-37.9% |
| Admin fee / account holder | $1,366 | $6,838-80.0% | $7,888-82.7% | $5,124-73.3% |