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 | $68,035 | $86,332-21.2% | $125,175-45.6% | $65,185+4.4% |
| Participation rate | 95.0% | 75.3%+19.7pp | 79.8%+15.3pp | 70.2%+24.8pp |
| Annual return | 23.19% | 27.43%-4.2pp | 43.79%-20.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,513 | $2,040-25.8% | $3,865-60.9% | $2,177-30.5% |
| Participant deferral / active EE | $3,858 | $3,537+9.1% | $4,937-21.9% | $3,514+9.8% |
| Admin fee / account holder | $9,778 | $609+1505.1% | $9,702+0.8% | $847+1054.3% |