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 | $38,746 | $74,927-48.3% | $101,794-61.9% | $84,808-54.3% |
| Participation rate | 95.1% | 61.4%+33.7pp | 69.2%+25.9pp | 68.3%+26.8pp |
| Annual return | 13.25% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,596 | $1,522+4.9% | $2,289-30.3% | $2,631-39.3% |
| Participant deferral / active EE | $2,918 | $3,099-5.8% | $4,084-28.5% | $4,212-30.7% |
| Admin fee / account holder | $3,016 | $6,514-53.7% | $8,777-65.6% | $7,344-58.9% |