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 | $75,569 | $109,413-30.9% | $156,263-51.6% | $84,808-10.9% |
| Participation rate | 93.4% | 72.7%+20.8pp | 78.9%+14.5pp | 68.3%+25.1pp |
| Annual return | 14.77% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,624 | $2,907-44.1% | $4,333-62.5% | $2,631-38.3% |
| Participant deferral / active EE | $3,902 | $4,590-15.0% | $6,158-36.6% | $4,212-7.3% |
| Admin fee / account holder | $12,155 | $9,357+29.9% | $14,255-14.7% | $7,344+65.5% |