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 | $58,595 | $99,341-41.0% | $84,750-30.9% | $273,961-78.6% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 11.33% | 22.93%-11.6pp | 22.78%-11.5pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,176 | $4,214-48.4% | $3,574-39.1% | $4,869-55.3% |
| Participant deferral / active EE | $2,914 | $4,269-31.7% | $3,712-21.5% | $5,287-44.9% |
| Admin fee / account holder | $2,652 | $6,644-60.1% | $5,332-50.3% | $10,132-73.8% |