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 | $66,635 | $95,803-30.4% | $113,168-41.1% | $84,808-21.4% |
| Participation rate | 98.4% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.1pp |
| Annual return | 13.76% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,106 | $2,360-53.1% | $2,975-62.8% | $2,631-58.0% |
| Participant deferral / active EE | $3,838 | $4,242-9.5% | $5,107-24.8% | $4,212-8.9% |
| Admin fee / account holder | $7,908 | $8,989-12.0% | $12,068-34.5% | $7,344+7.7% |