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 | $74,430 | $163,101-54.4% | $136,749-45.6% | $142,382-47.7% |
| Participation rate | 70.0% | 78.2%-8.2pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 9.74% | 27.54%-17.8pp | 24.33%-14.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,468 | $4,117-15.8% | $3,400+2.0% | $4,299-19.3% |
| Participant deferral / active EE | $4,970 | $5,585-11.0% | $4,692+5.9% | $6,507-23.6% |
| Admin fee / account holder | $5,744 | $14,318-59.9% | $11,386-49.6% | $12,624-54.5% |