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 | $84,132 | $95,803-12.2% | $113,168-25.7% | $84,808-0.8% |
| Participation rate | 80.9% | 72.9%+8.0pp | 76.6%+4.3pp | 68.3%+12.6pp |
| Annual return | 13.33% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $925 | $2,360-60.8% | $2,975-68.9% | $2,631-64.8% |
| Participant deferral / active EE | $3,829 | $4,242-9.7% | $5,107-25.0% | $4,212-9.1% |
| Admin fee / account holder | $15,267 | $8,989+69.8% | $12,068+26.5% | $7,344+107.9% |