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 | $81,213 | $181,894-55.4% | $156,549-48.1% | $273,961-70.4% |
| Participation rate | 90.5% | 88.4%+2.1pp | 84.0%+6.5pp | 83.0%+7.5pp |
| Annual return | 8.40% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,325 | $6,248-62.8% | $5,501-57.7% | $4,869-52.2% |
| Participant deferral / active EE | $4,843 | $5,550-12.7% | $4,871-0.6% | $5,287-8.4% |
| Admin fee / account holder | $5,786 | $15,559-62.8% | $13,027-55.6% | $10,132-42.9% |