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 | $68,009 | $93,571-27.3% | $135,903-50.0% | $75,163-9.5% |
| Participation rate | 95.8% | 75.2%+20.7pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 20.39% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,671 | $3,537+3.8% | $4,856-24.4% | $2,670+37.5% |
| Participant deferral / active EE | $8,391 | $6,404+31.0% | $7,758+8.2% | $4,125+103.4% |
| Admin fee / account holder | $4,505 | $6,975-35.4% | $10,762-58.1% | $5,651-20.3% |