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 | $34,618 | $127,386-72.8% | $115,037-69.9% | $125,391-72.4% |
| Participation rate | 72.2% | 84.2%-11.9pp | 81.4%-9.1pp | 83.2%-11.0pp |
| Annual return | 4.89% | 31.28%-26.4pp | 26.14%-21.2pp | 282.22%-277.3pp |
| Employer contribution / active EE | $3,830 | $5,166-25.9% | $4,608-16.9% | $4,866-21.3% |
| Participant deferral / active EE | $3,555 | $6,423-44.7% | $6,026-41.0% | $5,352-33.6% |
| Admin fee / account holder | $6,843 | $9,516-28.1% | $8,175-16.3% | $9,540-28.3% |