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 | $47,124 | $88,634-46.8% | $101,326-53.5% | $74,304-36.6% |
| Participation rate | 81.0% | 76.9%+4.1pp | 81.5%-0.5pp | 60.3%+20.7pp |
| Annual return | 15.97% | 33.10%-17.1pp | 36.82%-20.8pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,172 | $2,930-25.9% | $3,665-40.7% | $2,241-3.1% |
| Participant deferral / active EE | $5,319 | $7,322-27.4% | $7,994-33.5% | $3,767+41.2% |
| Admin fee / account holder | $3,236 | $2,425+33.4% | $11,185-71.1% | $2,969+9.0% |