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 8-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 | $57,278 | $92,985-38.4% | $153,485-62.7% | $80,856-29.2% |
| Participation rate | 80.4% | 69.0%+11.5pp | 77.1%+3.4pp | 67.6%+12.8pp |
| Annual return | 12.82% | 19.95%-7.1pp | 15.65%-2.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,826 | $3,507-19.4% | $5,039-43.9% | $2,755+2.6% |
| Participant deferral / active EE | $2,902 | $5,178-44.0% | $6,757-57.1% | $4,296-32.4% |
| Admin fee / account holder | $919 | $8,880-89.7% | $12,724-92.8% | $6,918-86.7% |