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 | $130,471 | $181,894-28.3% | $156,549-16.7% | $273,961-52.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.30% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,930 | $6,248-53.1% | $5,501-46.7% | $4,869-39.8% |
| Participant deferral / active EE | $6,004 | $5,550+8.2% | $4,871+23.3% | $5,287+13.6% |
| Admin fee / account holder | $33,157 | $15,559+113.1% | $13,027+154.5% | $10,132+227.2% |