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 | $57,663 | $60,022-3.9% | $88,946-35.2% | $84,808-32.0% |
| Participation rate | 76.9% | 57.8%+19.1pp | 68.8%+8.1pp | 68.3%+8.6pp |
| Annual return | 14.08% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,650 | $1,703-3.1% | $2,555-35.4% | $2,631-37.3% |
| Participant deferral / active EE | $3,190 | $3,114+2.4% | $4,581-30.4% | $4,212-24.3% |
| Admin fee / account holder | $5,342 | $4,811+11.0% | $8,261-35.3% | $7,344-27.3% |