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 | $52,825 | $148,978-64.5% | $200,582-73.7% | $84,808-37.7% |
| Participation rate | 82.5% | 84.2%-1.8pp | 86.9%-4.4pp | 68.3%+14.1pp |
| Annual return | 22.57% | 28.16%-5.6pp | 42.33%-19.8pp | 40.90%-18.3pp |
| Employer contribution / active EE | $3,859 | $4,815-19.9% | $6,419-39.9% | $2,631+46.7% |
| Participant deferral / active EE | $7,013 | $7,142-1.8% | $9,331-24.8% | $4,212+66.5% |
| Admin fee / account holder | $9,239 | $13,977-33.9% | $16,305-43.3% | $7,344+25.8% |