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 | $77,678 | $99,341-21.8% | $84,750-8.3% | $273,961-71.6% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 5.20% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,957 | $4,214-53.6% | $3,574-45.2% | $4,869-59.8% |
| Participant deferral / active EE | $4,577 | $4,269+7.2% | $3,712+23.3% | $5,287-13.4% |
| Admin fee / account holder | $31,695 | $6,644+377.0% | $5,332+494.4% | $10,132+212.8% |