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 | $66,116 | $101,724-35.0% | $164,813-59.9% | $80,856-18.2% |
| Participation rate | 86.2% | 71.8%+14.4pp | 78.6%+7.6pp | 67.6%+18.6pp |
| Annual return | 16.79% | 16.72%+0.1pp | 69.93%-53.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $959 | $2,953-67.5% | $4,341-77.9% | $2,755-65.2% |
| Participant deferral / active EE | $4,819 | $4,477+7.6% | $6,031-20.1% | $4,296+12.2% |
| Admin fee / account holder | $1,379 | $8,227-83.2% | $12,690-89.1% | $6,918-80.1% |