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 | $43,837 | $171,164-74.4% | $127,761-65.7% | $152,861-71.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.0%+1.0pp | 82.4%-2.4pp |
| Annual return | 22.82% | 23.54%-0.7pp | 26.14%-3.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,398 | $5,447-74.3% | $4,574-69.4% | $4,762-70.6% |
| Participant deferral / active EE | $5,958 | $7,038-15.4% | $6,021-1.1% | $5,850+1.8% |
| Admin fee / account holder | $1,876 | $14,530-87.1% | $9,395-80.0% | $11,596-83.8% |