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 | $68,046 | $153,772-55.7% | $133,980-49.2% | $273,961-75.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.82% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $8,081 | $6,029+34.0% | $5,211+55.1% | $4,869+66.0% |
| Participant deferral / active EE | $14,053 | $6,958+102.0% | $6,282+123.7% | $5,287+165.8% |
| Admin fee / account holder | $628 | $11,765-94.7% | $9,324-93.3% | $10,132-93.8% |