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 7-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 | $44,010 | $123,793-64.4% | $177,821-75.3% | $79,858-44.9% |
| Participation rate | 86.4% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 15.54% | 22.82%-7.3pp | 48.32%-32.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,039 | $4,095-25.8% | $5,918-48.7% | $2,471+23.0% |
| Participant deferral / active EE | $7,280 | $5,956+22.2% | $7,714-5.6% | $3,740+94.7% |
| Admin fee / account holder | $3,723 | $7,243-48.6% | $12,427-70.0% | $5,306-29.8% |