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 | $77,397 | $181,894-57.4% | $156,549-50.6% | $273,961-71.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 7.40% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $8,527 | $6,248+36.5% | $5,501+55.0% | $4,869+75.1% |
| Participant deferral / active EE | $6,221 | $5,550+12.1% | $4,871+27.7% | $5,287+17.7% |
| Admin fee / account holder | $449 | $15,559-97.1% | $13,027-96.6% | $10,132-95.6% |