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 | $68,416 | $109,359-37.4% | $162,163-57.8% | $72,985-6.3% |
| Participation rate | 97.0% | 84.3%+12.7pp | 87.6%+9.4pp | 69.5%+27.5pp |
| Annual return | 23.23% | 25.46%-2.2pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,235 | $3,907+8.4% | $5,614-24.6% | $2,440+73.6% |
| Participant deferral / active EE | $5,834 | $5,481+6.4% | $7,298-20.1% | $3,607+61.7% |
| Admin fee / account holder | $7,084 | $7,972-11.1% | $10,843-34.7% | $5,124+38.2% |