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 | $25,621 | $99,341-74.2% | $84,750-69.8% | $273,961-90.6% |
| Participation rate | 76.2% | 80.7%-4.5pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 7.08% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,137 | $4,214-73.0% | $3,574-68.2% | $4,869-76.7% |
| Participant deferral / active EE | $2,511 | $4,269-41.2% | $3,712-32.4% | $5,287-52.5% |
| Admin fee / account holder | $6,002 | $6,644-9.7% | $5,332+12.6% | $10,132-40.8% |