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 | $46,514 | $86,929-46.5% | $102,423-54.6% | $80,856-42.5% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 13.44% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,032 | $2,369-14.2% | $3,023-32.8% | $2,755-26.2% |
| Participant deferral / active EE | $4,159 | $4,118+1.0% | $5,053-17.7% | $4,296-3.2% |
| Admin fee / account holder | $1,694 | $8,049-78.9% | $9,451-82.1% | $6,918-75.5% |