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 | $65,248 | $181,894-64.1% | $156,549-58.3% | $273,961-76.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.15% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,797 | $6,248-71.2% | $5,501-67.3% | $4,869-63.1% |
| Participant deferral / active EE | $4,031 | $5,550-27.4% | $4,871-17.2% | $5,287-23.8% |
| Admin fee / account holder | $459 | $15,559-97.1% | $13,027-96.5% | $10,132-95.5% |