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 3-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 | $65,581 | $95,803-31.5% | $113,168-42.0% | $84,808-22.7% |
| Participation rate | 86.5% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.2pp |
| Annual return | 17.49% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,499 | $2,360+5.9% | $2,975-16.0% | $2,631-5.0% |
| Participant deferral / active EE | $3,367 | $4,242-20.6% | $5,107-34.1% | $4,212-20.0% |
| Admin fee / account holder | $4,960 | $8,989-44.8% | $12,068-58.9% | $7,344-32.5% |