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 | $50,287 | $95,803-47.5% | $113,168-55.6% | $84,808-40.7% |
| Participation rate | 87.8% | 72.9%+15.0pp | 76.6%+11.3pp | 68.3%+19.5pp |
| Annual return | 20.80% | 25.00%-4.2pp | 24.27%-3.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,764 | $2,360+17.1% | $2,975-7.1% | $2,631+5.1% |
| Participant deferral / active EE | $4,535 | $4,242+6.9% | $5,107-11.2% | $4,212+7.7% |
| Admin fee / account holder | $2,895 | $8,989-67.8% | $12,068-76.0% | $7,344-60.6% |