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 | $72,284 | $94,625-23.6% | $116,228-37.8% | $84,808-14.8% |
| Participation rate | 72.0% | 70.4%+1.6pp | 74.6%-2.5pp | 68.3%+3.7pp |
| Annual return | 21.95% | 20.40%+1.5pp | 90.06%-68.1pp | 40.90%-18.9pp |
| Employer contribution / active EE | $666 | $2,347-71.6% | $2,994-77.8% | $2,631-74.7% |
| Participant deferral / active EE | $2,854 | $3,972-28.1% | $4,953-42.4% | $4,212-32.2% |
| Admin fee / account holder | $4,889 | $10,091-51.6% | $11,989-59.2% | $7,344-33.4% |