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 | $73,451 | $148,978-50.7% | $200,582-63.4% | $84,808-13.4% |
| Participation rate | 97.9% | 84.2%+13.7pp | 86.9%+11.0pp | 68.3%+29.6pp |
| Annual return | 13.89% | 28.16%-14.3pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,222 | $4,815-33.1% | $6,419-49.8% | $2,631+22.5% |
| Participant deferral / active EE | $4,881 | $7,142-31.7% | $9,331-47.7% | $4,212+15.9% |
| Admin fee / account holder | $13,391 | $13,977-4.2% | $16,305-17.9% | $7,344+82.3% |