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 | $52,281 | $90,503-42.2% | $78,689-33.6% | $273,961-80.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.60% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,404 | $3,176-55.8% | $2,851-50.8% | $4,869-71.2% |
| Participant deferral / active EE | $2,179 | $3,901-44.2% | $3,517-38.0% | $5,287-58.8% |
| Admin fee / account holder | $576 | $5,263-89.1% | $4,510-87.2% | $10,132-94.3% |