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 | $64,668 | $60,022+7.7% | $88,946-27.3% | $84,808-23.7% |
| Participation rate | 85.4% | 57.8%+27.5pp | 68.8%+16.5pp | 68.3%+17.1pp |
| Annual return | 14.49% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,722 | $3,114+83.8% | $4,581+24.9% | $4,212+35.9% |
| Admin fee / account holder | $3,994 | $4,811-17.0% | $8,261-51.7% | $7,344-45.6% |