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 | $71,218 | $95,803-25.7% | $113,168-37.1% | $84,808-16.0% |
| Participation rate | 87.7% | 72.9%+14.8pp | 76.6%+11.1pp | 68.3%+19.4pp |
| Annual return | 16.29% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,279 | $2,360-3.4% | $2,975-23.4% | $2,631-13.4% |
| Participant deferral / active EE | $3,629 | $4,242-14.4% | $5,107-28.9% | $4,212-13.8% |
| Admin fee / account holder | $8,068 | $8,989-10.2% | $12,068-33.1% | $7,344+9.9% |