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 | $67,493 | $215,361-68.7% | $171,082-60.5% | $273,961-75.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.06% | 25.14%-21.1pp | 32.56%-28.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,086 | $4,967-58.0% | $4,002-47.9% | $4,869-57.2% |
| Participant deferral / active EE | $3,129 | $5,543-43.6% | $4,797-34.8% | $5,287-40.8% |
| Admin fee / account holder | $452 | $10,846-95.8% | $8,520-94.7% | $10,132-95.5% |