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 | $70,049 | $81,460-14.0% | $103,333-32.2% | $80,856-13.4% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 15.23% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,344 | $3,105-24.5% | $3,868-39.4% | $2,755-14.9% |
| Participant deferral / active EE | $2,108 | $3,869-45.5% | $5,057-58.3% | $4,296-50.9% |
| Admin fee / account holder | $1,400 | $6,566-78.7% | $8,355-83.2% | $6,918-79.8% |