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 7-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 | $62,672 | $86,929-27.9% | $102,423-38.8% | $80,856-22.5% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 10.93% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,530 | $2,369-35.4% | $3,023-49.4% | $2,755-44.4% |
| Participant deferral / active EE | $3,453 | $4,118-16.2% | $5,053-31.7% | $4,296-19.6% |
| Admin fee / account holder | $689 | $8,049-91.4% | $9,451-92.7% | $6,918-90.0% |