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 | $59,762 | $81,248-26.4% | $155,509-61.6% | $80,856-26.1% |
| Participation rate | 94.5% | 66.2%+28.3pp | 78.2%+16.4pp | 67.6%+26.9pp |
| Annual return | 13.46% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,114 | $3,100+0.4% | $4,672-33.4% | $2,755+13.0% |
| Participant deferral / active EE | $4,704 | $3,452+36.3% | $5,626-16.4% | $4,296+9.5% |
| Admin fee / account holder | $7,689 | $7,997-3.9% | $15,912-51.7% | $6,918+11.1% |